Forums › Cached › Customization › Searches / List Views

This topic contains 3 replies, has 0 voices, and was last updated by mistryr3 8 years, 4 months ago.

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  • June 22, 2016 at 4:50 am #5228 Score: 0

    mistryr3
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    Hi,

    So when you’re looking at a list of customers, for example, and you have inline editing enabled, the first column is the column where you can quickly create new records for the customers

    Does anybody know how the list of records that can be created can be changed?

    Thanks,

    Ricky
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  • June 22, 2016 at 5:28 am #5229 Score: 0

    k_dunc
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    Hi Ricky,

    You should be able to run a Search, and from the Results screen, turn on Inline Editing. You don’t physically just need to perform your Inline Editing only in the Customer List View.

    Cheers,

    Kirk.

  • June 22, 2016 at 11:40 am #5230 Score: 0

    cdelacruz
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    Hello,

    I believe you’re referring to this: IMG 1

    It is controlled by the preferred form used by the role/user when creating the record. In the example above, I customized the preferred Lead form. Under the Lists tab > Sales subtab of the custom form, I disabled (un-checked) Transactions. Here’s how it looks after: IMG 2

  • June 30, 2016 at 2:27 am #5231 Score: 0

    mistryr3
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    Appreciate the replies Kirk and cdelacruz

    Thanks,

    Ricky

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