Group Options

The Group Options view displays the settings for the user who is logged on. These options only apply when the user is logged on to the Web Client.

To set group options

  1. On the status bar, click Options.
  2. Click the Group tab.
  3. Set your Group Options.
  4. Click the Main View drop-down arrow and select a view from the list.
  5. Click the Default Group drop-down arrow and select a default group from the list, for example, Latest Contacts).

    		6.

    The default layout for new groups is determined by the group selected as the Default Group in your Group options.
  6. Click the Default Lookup Layout drop-down arrow and select the name of the group with the layout you want to see for any lookups on that main view. For example, on the Contact views, all lookups should use the Latest Contacts group layout.

The group you select will also determine what search items are available in the Lookup. The Lookup by options depend on the columns included in the layout of the lookup. You should choose a group that includes all of the columns you may want to search by in a lookup.

  1. Repeat steps a-c for each main view.
  2. Select Auto-fit Columns to resize columns to fit within the available space, or clear the option to maintain the column size and allow scrolling to view columns that do not fit in the available space.
  3. Click Save.

    		4.

    You must log out of the Sage SalesLogix Web Client and then log in again before your options changes take effect.

Related Topics

Groups Overview

 

 

 

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