Custom Views

Top  Previous  Next

 

There are several areas where you are able to modify and save the views in WorkCenter, below are images of where they are located and how-to.

 

Contact List View

By holding down your left mouse button over the bottom dots where the arrow is pointed, you can drag up or down to hide or unhide the Contacts, Reports, Webs and Wizards buttons.

 

To save these views and any views that you modify in WorkCenter, choose View then Save View from the WorkCenter Menu, now every time you open WorkCenter the view you chose will be saved. See Save View

 

CustomViewsConList

 

 

Another area to customize the view is located to the right and center of the Contacts List window as shown in the image below. By dragging the dots to the right  (where the arrow is pointed) will widen your view of the Contacts List window. To widen the Reports and the Webs and Wizards window is the same procedure.

 

WidenContactList

 

 

To customize the WorkCenter Menu area, left click any dotted area (where the arrow is pointed in the below image) and with your mouse, drag up, down or across.

 

MovingMenuItems

 

 

 

 

 

Anywhere in WorkCenter you see dotted areas you are able to modify the view.

To save these views and any views that you modify in WorkCenter, choose View then Save View from the WorkCenter Menu, now every time you

open WorkCenter the view you chose will be saved. See Save View

Also see Customizing WorkCenterAdvanced Customization and Customizing the Loans Tab View.

 

WCImageModViews