Organizing lists
SuperOffice CRM contains many default lists with even more list items. As you add your own (user-defined) lists and list items, it is a good idea to organize your lists. There are two main ways to organize lists in SuperOffice CRM:
Grouping: Using headings in lists to categorize list items in 2 levels. Example: The General - Resource list can be grouped using two headings; Equipment and Rooms. See Group items under headings.
User group filtering: Making list items visible only to the user groups who actually use them. Example: The Document - Template list can be filtered so that quote templates are not visible to user groups that never send quotes. See User group filtering.
In Settings and maintenance, you can specify for most predefined and all user-defined lists that they should be grouped.
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.
Specify that a list should be grouped
-
Click the Lists button in the Navigator (
). - Click the arrow and select the required list.
- Check Use grouping and user group filtering for this list at the upper right.
Note
The grouping function is not available for some of the predefined lists (for example, the General - User group list). If a list cannot be grouped, this checkbox is disabled. How to group items under headings.