List headings

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Version: 10.5
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List items can be displayed at two levels. The higher level is called the item's heading. A heading contains item groups that can be displayed under the selected item in SuperOffice CRM. The same items can appear under several headings.

The Headings list (in the lower right of the Lists screen) shows which headings the individual items are displayed under. You can also go to the Headings tab to see which items appear under a specific heading.

When is it a good idea to use headings in lists?

If a list is very long (it contains a large number of items), you can use headings to group the items logically. The items in the Document templates list, for example, are grouped in the Letter, Fax, Email headings and so on.

Working with headings in lists

To manage headings, open the Lists screen and select the desired list from the dropdown menu in the upper-left corner of the Lists screen.

Note

Headings are only available for lists where Use grouping and user group filtering for this list is enabled (checkbox in upper-right).

The checkbox is disabled for some predefined lists (such as General - User group) that cannot be grouped.

There are two ways to assign headings:

  • From the Items tab: Select a list item and assign it one or more headings from the Headings panel.
  • From the Headings tab: Select a heading and assign it one or more items to display beneath it.

You can also add, edit, or delete headings as needed.

Add heading

Before linking a heading to an item, you must add the headings you require.

  1. Go to the Headings tab.

  2. Click the Add button below the Headings list to add a new heading.

  3. In the dialog, enter the required name for the heading (Mandatory) and a description (Optional).

    • The Description field can be used to clarify the purpose of the heading and may appear as tooltip text in the interface.

  4. Click Save to save the changes or Cancel to reject them.

The item is added to the Headings list. Repeat this procedure to add more headings.

After adding the required headings, choose which headings each item will be displayed under.

Group items under headings

If you want a list with two levels, you must select headings for each individual item in the Items list in the Lists screen. Alternatively, you can go to the Headings tab to specify available items for specific headings. Both methods are described below.

Note

The list must consist of a certain minimum number of items to be displayed in this way. This number is defined in the Preferences screen.

Choose headings for a list item

Any headings already specified for the selected list are displayed in the Headings list at the lower right. If this field is empty, add headings first.

  1. Select the required item in the Items list.

  2. Check the box next to the required heading name in the Headings list to specify that the selected list item will be displayed under it. The box will then be marked with a tick ().

    The changes are saved automatically.

Tip

You can select several headings for one item.

Choose list items for a heading

  1. Go to the Headings tab.

  2. Select a heading in the list.

  3. In the List items under this heading list, click the box next to each item that should be visible under the selected heading.

  4. Repeat steps 2 and 3 for each heading.

    The changes are saved automatically.

Edit headings

You edit headings by double-clicking the relevant heading in the Headings list and changing the information.

Delete headings

You delete headings by checking the relevant heading in the Headings list and clicking Delete.

Note

Deleting a heading does not remove the associated list items. You can restore deleted headings.