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.
|