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Adjusting the columns displayed in entity views

In EBSuite CRM, several of the main entity types are 'View' based. In other words, for the summary view, you can choose what columns to display, and what search criteria (subset of rows)  to apply on. Organization / Contact / Opportunity / Case / Lead , etc. are all 'View' based.

The entity types below are not view based, but you can also customize the columns displayed in a summary view:

Knowledge Base / Solution: (Support Module) Account -> Setup -> Knowledge -> Knowledge Summary Table Columns

Project: (Project Module) Account -> Setup -> Project -> Project Summary Table Columns

Product Category : Account -> Product/Category -> Look for the 'Columns' link in the upper left screen, just under the title.

 

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Type: Knowledge Base
Tag(s): Data, Knowledge
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