Field Customization: Difference between revisions

From RangerMSP Wiki - PSA software for MSPs and IT services providers
Jump to navigation Jump to search
No edit summary
 
(4 intermediate revisions by 2 users not shown)
Line 1: Line 1:
{{customization}}
{{customization}}


CommitCRM is very flexible. You can customize reports, rename field labels, create new tabs and new data fields, and manage values for drop-down lists, etc.
RangerMSP is very flexible. You can customize reports, rename field labels, create new tabs and new data fields, and manage values for drop-down lists, etc.


__TOC__
__TOC__
==Customizing Existing Fields==
==Customizing Existing Fields==
Fields in CommitCRM can be customized when needed. You should modify the default settings only when required; the system defaults are usually sufficient.
Fields in RangerMSP can be customized when needed. You should modify the default settings only when required; the system defaults are usually sufficient.


Fields in CommitCRM can be customized with the following settings:
Fields in RangerMSP can be customized with the following settings:
*The Name of the fields as displayed throughout the system where a field name is displayed
*The Name of the fields as displayed throughout the system where a field name is displayed
*The field Label and Hint
*The field Label and Hint
Line 16: Line 16:
*Enabling lists to be sorted by this field
*Enabling lists to be sorted by this field


To modify the field settings, log in to CommitCRM as a user with full privileges, and double-click on the field label. The field's Settings window will open. All modifications will be saved when you confirm before closing the window.
To modify the field settings, log in to RangerMSP as a user with full privileges, and double-click on the field label. The field's Settings window will open. All modifications will be saved when you confirm before closing the window.


<u>Managing drop-down list values</u><br>You can also manage values for drop down lists throughout the system. For example, you can add values to the Ticket Types (e.g. Hardware, Installation, Software etc.). To add or modify values in the list, select '''[edit list...]''' from the drop down list.
<u>Managing drop-down list values</u><br>You can also manage values for drop down lists throughout the system. For example, you can add values to the Ticket Types (e.g. Hardware, Installation, Software etc.). To add or modify values in the list, select '''[edit list...]''' from the drop down list.
Line 23: Line 23:


==Adding New Tabs==
==Adding New Tabs==
You can add new fields by going to each window, and under the window's menu, go to '''Tools > Tab Management''' (e.g. Accounts > Tools > Tab Management).


[[File:commit_setup_guide_tab_management_menu.zoom61.png|center]]
For instructions on adding new tabs, go to [[Tab Management#Adding_New_Tabs|Tab Management]].


Create a new tab in the [[Tab Management]] window. You can also rename user-defined tab by selecting the relevant tab and clicking the Tab Properties icon.
You can manage which tabs are displayed for the entity using the Tools > Tab Management window. 
[[File:Tab-management2.png|center]]
Notes:
# The 'General' tab cannot be removed from the display.
# Tabs order cannot be modified.
<br>
<br>


Line 44: Line 35:
You can either add existing fields to be displayed in your tab, or create totally new fields in the database that will be displayed in your tab.
You can either add existing fields to be displayed in your tab, or create totally new fields in the database that will be displayed in your tab.


[[File:commit_setup_guide_field_new_window.gif|center]]
[[File:setup_guide_field_new_window.gif|center]]


When adding a new field (as opposed to an existing field), you should choose the field type from the field types list.  
When adding a new field (as opposed to an existing field), you should choose the field type from the field types list.  
Line 54: Line 45:
You can create as many new tabs as needed and create as many new fields as needed. You can also design the layout of the tab page as best suits your needs.
You can create as many new tabs as needed and create as many new fields as needed. You can also design the layout of the tab page as best suits your needs.


In any case, it is always recommended to backup your CommitCRM installation before performing any customization!
In any case, it is always recommended to backup your RangerMSP installation before performing any customization!
 
 
==Tab Management==
 
Tabs can be shown or hidden as required in the List or the Tabs Bar & List, in either '''Simple''' layout mode or '''Advanced'''. Even tabs which are hidden can still be quickly accessed through the new drop-down '''All Tabs''' menu which appears at the top right corner of the displayed tabs.
 
To change the order of tabs:
 
# Open the Tab Management window ('''Tickets > Tools > Tab Management''' for example).
# Select the relevant tab in the list.
#Click the up or down arrows.


To set the tab visibility:


# Open the Tab Management window.
==See Also==
# Select the tab in the list.
# Click '''Edit tab settings'''.
# In the Tab Properties popup you can now define the name of the tab and you can specify whether to show or hide the tab in either Simple or Advanced layout modes and if shown then whether it should be in the tabs bar and list or just the tabs list.


[[File:Tab-management.png|center]]
* [[Tab Management]]


[[Category:Customization]]
[[Category:Customization]]

Latest revision as of 08:10, 8 July 2020

Customization > Field Customization

RangerMSP is very flexible. You can customize reports, rename field labels, create new tabs and new data fields, and manage values for drop-down lists, etc.

Customizing Existing Fields

Fields in RangerMSP can be customized when needed. You should modify the default settings only when required; the system defaults are usually sufficient.

Fields in RangerMSP can be customized with the following settings:

  • The Name of the fields as displayed throughout the system where a field name is displayed
  • The field Label and Hint
  • The field title on data grids/tables – Column Title
  • The default value for new records
  • The drop-down list that will be displayed for drop-down selection list fields
  • Enabling the field to be updated in batch update (Accounts fields only)
  • Enabling lists to be sorted by this field

To modify the field settings, log in to RangerMSP as a user with full privileges, and double-click on the field label. The field's Settings window will open. All modifications will be saved when you confirm before closing the window.

Managing drop-down list values
You can also manage values for drop down lists throughout the system. For example, you can add values to the Ticket Types (e.g. Hardware, Installation, Software etc.). To add or modify values in the list, select [edit list...] from the drop down list.

There are pre-defined fields labeled Field (e.g. Field1, Field2) which can be customized as you see fit (you can also rename their label to your needs). For example, you can use Charge Field1, modify its label to "Status", and edit the values list to include possible values for the Status of a Charge.

Adding New Tabs

For instructions on adding new tabs, go to Tab Management.


Creating New Fields

To add new fields to user-defined tabs you can use two options:

  1. Right-click the tab area and choose Add New Field to Tab.
  2. Go to Tools > Field Management and from the Field Management Window, click the New icon to add a new field.

You can either add existing fields to be displayed in your tab, or create totally new fields in the database that will be displayed in your tab.

When adding a new field (as opposed to an existing field), you should choose the field type from the field types list.

Field type can be a simple text or numeric field, or a selection field pointing to objects from your database, such as Account, Document, or when using the Linked Object Type, you can choose between Asset, Ticket, Opportunity or Contract.

You can create as many new tabs as needed and create as many new fields as needed. You can also design the layout of the tab page as best suits your needs.

In any case, it is always recommended to backup your RangerMSP installation before performing any customization!


See Also