How to...

Before you use the Screen Designer, you may want to review the procedures for working with tabs, fields, group boxes, and grids.

The Screen Designer provides application workspace lines to show you the amount of screen space available on the page for different display resolutions. For example, if your display resolution is 1024 x 768, then you must keep all labels and fields within the workspace lines labeled 1024 x 768. If you place labels or fields outside this area, Ajera CRM displays scroll bars on the page.

Related topics:

  • Customize Tabs with the Screen Designer
    Use the Screen Designer to tailor screens and tabs to meet your business requirements. When you view a tab in the Screen Designer, you may see more fields than you normally see on the tab. That is because all possible fields display, even for applications that your firm has not purchased.
  • Customize Fields with the Screen Designer
    Use the Screen Designer to move, resize, and change labels for the fields on screens.
  • Customize Group Boxes with the Screen Designer
    You can use the Screen Designer to add new group boxes or change the labels for existing group boxes.
  • Customize Grids with the Screen Designer
    You can use the Screen Designer to change grids. Grids are a type of field in which you can insert multiple entries. For example, the Team tab of the Project Info Center contains two grids, Projects and Vendors. In both grids you can insert, copy, or delete multiple entries.
  • Add a Workflow Button with the Screen Designer
    You can use Screen Designer to add a workflow button to a tab.
  • Add a Tool Tip with the Screen Designer
    Use the Tool Tip feature in the Screen Designer to create brief company-specific help tips for your screens. You can create tool tips for most fields, including input, drop-down list, and check box fields. After you create a tool tip for a field, a user can hover the mouse pointer over the field to view the tip.
  • Add Online Help with the Screen Designer
    You can create company-specific online help for your screens. To display this custom help, a user clicks on a help icon that you position on the screen. You can format the online help text and insert hyperlinks to other help topics. On any screen, you can add as many Help Text icons as you like.
Parent Topic: Screen Designer Overview