Create a Column Setup

Updated 3 years ago by Celina Kwan

Maximizer provides a selection of column setups you can use for the Address Book, Opportunities, Campaigns, Customer Service, and Hotlist pages.

Alternatively, you can customize your own column setups to display any basic or user-defined fields in your list of entries.

  1. Select View > Column Setup.

  1. Click Add.
  1. Under Details of View, specify the basic properties of the column setup.
  • Enter a Name for the column setup.
  • Specify the access rights in the Full Access and Read Access drop-down lists.
If you leave Public selected, all users can modify or retrieve the column setup. If you select a group or user, only members of that group or that particular user can perform these actions.
  1. Under Defined Columns, click Add.
  • * New Column appears in the box.
  1. Under Selected column details, click Insert Field.
  1. Select your basic fields and/or user defined fields. To search for a field, enter all or part of a field name in the search box and click the search icon.

Click OK to add your selections to the column.

From the search, all matching fields are highlighted, and the number of matching fields are displayed.
You can repeat this step to add multiple fields to the selected column.
Fields in the current column appear in display order in the Content template list. You can customize how fields are displayed in the column by adding spacing, punctuation, or labels between fields.
  1. If necessary, modify the header and width of the column.
  2. Repeat steps 4-7 to add an additional column.
  3. Click OK to save the Column Setup.
After creating a column setup, you can associate it with a saved search in the search catalog or with a Favorite List. The column setup is automatically displayed whenever the saved search or Favorite List is retrieved.

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