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Add Group Layout Based On?
Posted: 11 Jun 08 10:20 AM
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I always forget, but what Layout is used when Adding a new opportunity group? I tried changing the Opportunity:Description layout but that seems to only apply to the layout when you do a search.
Thanks,
John G. |
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Re: Add Group Layout Based On?
Posted: 12 Jun 08 4:39 AM
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Hi John,
In 7.0 and above you can change the group layout that is used in Tools\Options... Lookup & Groups tab.
If no layout () is specified in 7.0 and above it uses the Latest Opportunities group layout.
In 6.2 it also uses the Latest Opportunities group layout.
Hope this helps,
Steve |
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Re: Add Group Layout Based On?
Posted: 12 Jun 08 10:01 AM
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Hi Steve,
What I am looking for is the name of the layout that 'Latest Opportunities' uses. This is in the Architect under Manage\Lookups and selecting Opportunity as the main table. This allows you to customize the layout definitions that is used for new groups, Lookup results or Latest Opportunities. I just don't know what the name of the lookup that latest opportunities uses. There's about 10 of these layouts. Nothing really suggests where they are used in the grid. Hence my question.
Thanks,
John G. |
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Re: Add Group Layout Based On?
Posted: 12 Jun 08 10:11 AM
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Steve,
After a little experimenting I figured out what you were trying to convey. I modified the Latest Opportunities layout and it is doing what I wanted.
The layouts have always seemed to be confusing. Since there is a layout manager I was expecting that layout customizations would be managed from there!
Err...
Thanks again!
John G. |
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