Method Community

 

How do I customized the grid in the Customer Search screen?

Last post 07-09-2010 2:34 PM by shelley. 2 replies.
Page 1 of 1 (3 items)
Sort Posts: Previous Next
  • 07-08-2010 8:41 PM

    How do I customized the grid in the Customer Search screen?

    Ryan told me how to do this and I cannot remember. I am trying to get rid of all (or most) of the search boxes and just use column headings. I recall that it had something to do with customizing something called "entity" and it was relatively convoluted. How do I find this again?

  • 07-09-2010 1:55 PM In reply to

    Re: How do I customized the grid in the Customer Search screen?

     Hey Shelley,

    I did a webinar on this a few weeks ago, check it out. The 2nd half of the webinar is about the Advanced Search section and doing some customization to it. I have included a link to the webinar below.

    http://www.methodintegration.com/resources/webinars/Webinar26.wmv

    If you want to be able to use the column headings for filtering, you will need to change some settings in step 3 of the grid wizard. Also in this section remember to remove any grid filters for the fields you are deleting.

    Hope this helps!

  • 07-09-2010 2:34 PM In reply to

    Re: How do I customized the grid in the Customer Search screen?

    Thanks Ryan! I will let you know if I still can't figure it out!

Page 1 of 1 (3 items)