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These are the Release Notes for Commence On Demand version 5.1.36. | These are the Release Notes for Commence On Demand version 5.1.36. | ||
| − | '''Users can include custom fields in saved searches and views.''' | + | |
| + | == '''Users can include custom fields in saved searches and views.''' == | ||
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In this release users can include your custom fields (text and list) in the listing screen for the Accounts, Activities, Leads and Sales modules. | In this release users can include your custom fields (text and list) in the listing screen for the Accounts, Activities, Leads and Sales modules. | ||
In the example below, the user is creating a Custom Sort view using his custom fields. | In the example below, the user is creating a Custom Sort view using his custom fields. | ||
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[[File:Release_notes_5136_image_1.jpg]] | [[File:Release_notes_5136_image_1.jpg]] | ||
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The result in an Accounts list view which includes custom field columns that are searchable and sortable. | The result in an Accounts list view which includes custom field columns that are searchable and sortable. | ||
| − | '''Users have access to a | + | [[File:Release_notes_5136_image_2.jpg]] |
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| + | == '''Users have access to a Cancel button while creating or editing a saved search.''' == | ||
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In the following example, the user has the flexibility to use a Cancel button to return to the listing screen without saving his selections. | In the following example, the user has the flexibility to use a Cancel button to return to the listing screen without saving his selections. | ||
| − | '''Users have access to a Clear icon when selecting lookup values.''' | + | [[File:Release_notes_5136_image_3.jpg]] |
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| + | == '''Users have access to a Clear icon when selecting lookup values.''' == | ||
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Using this icon you can clear the values selected for lookup fields such as the Source, Industry, Acct Mgr and Acct Team fields in the example below. | Using this icon you can clear the values selected for lookup fields such as the Source, Industry, Acct Mgr and Acct Team fields in the example below. | ||
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| + | [[File:Release_notes_5136_image_4.jpg]] | ||
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| + | Return to the '''[[Main Page]]''' | ||
Latest revision as of 16:50, 18 December 2012
These are the Release Notes for Commence On Demand version 5.1.36.
Users can include custom fields in saved searches and views.[edit]
In this release users can include your custom fields (text and list) in the listing screen for the Accounts, Activities, Leads and Sales modules.
In the example below, the user is creating a Custom Sort view using his custom fields.
The result in an Accounts list view which includes custom field columns that are searchable and sortable.
Users have access to a Cancel button while creating or editing a saved search.[edit]
In the following example, the user has the flexibility to use a Cancel button to return to the listing screen without saving his selections.
Users have access to a Clear icon when selecting lookup values.[edit]
Using this icon you can clear the values selected for lookup fields such as the Source, Industry, Acct Mgr and Acct Team fields in the example below.
Return to the Main Page