Setting up priorities for group layouts
Suppose a user belongs to two groups, and each group has a different default layout for a particular window. CRMRight cannot use both default layouts at the same time. To resolve this issue, you can create a group layout priority list. In cases where a user belongs to multiple groups, the system will use the default layouts for the group with the highest priority.
You create only one group layout priority list. That list applies to all windows in CRMRight, i.e. the same list will determine which default layout a user will see in both windows and grids.
To set up group layout priorities, follow these steps.
1. Open any application window.
2. From the right-click menu, select Define Group Layout Priority.
The Set Group Layout Priority window opens.
3. Under Non Prioritized Groups, click on a group.
4. Click
.
The group moves to the
Layout Priority list, and is assigned number 1.
5. Continue to move the appropriate groups to the Layout Priority list.
6. Rearrange the priority numbering as needed.
a. In the Layout Priority list, click on a group.
b. Click on the
and
buttons to position it in the desired location. Groups at the top of the list have a higher priority than groups at the bottom of the list.
7. When you are finished, click Apply.
The window closes.
To change the priorities, open the window, rearrange the groups, and click Apply.
