CRM Directories can be configured according to your needs.
The basic configuration principles are the same for all type of directories:
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the list of tabs for a particular directory entry
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the list of attributes for the particular tab and their order
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configuration of the particular attribute (if applicable)
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specifying the entry card size
See the section below for details.
CRM Entry Structure Setting Up
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Add a tab.
Navigate to CRM Administration → <required directory> and add a new tab specifying the tab name.
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Define the tab's order among other ones.
Drag and drop the tab within the list of the tabs to define their order in the entry.
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Add the attributes.
You should add an attribute to the list of attributes for the entry specifying its:
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name
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tab
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mandatoriness
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displaying as a column in the entries grid view
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Configure the attributes.
Specify the attribute properties (if applicable) by clicking the Properties button next to the attribute.
Note that each attribute has a different combination of properties.
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Specify the order of the displayed columns within the entries list grid view.
Drag&drop the attributes within the list of attributes.
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Specify the order of the attributes within a tab.
Push the Fields button next to the tab and drag&drop the tab fields to set their order within an entry tab.
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Specify the entry card size.
Your card may contain many attributes. Specify its size to make the card more convenient for users. The minimal allowed size – to find room to all predefined buttons – is 600x200 (w:h)
Directory-Specific Settings
However, there are some extra settings for the predefined directories. See the details in the relevant sections: