Designing Configuration Units

Use CRM.Desginer to edit or create a configuration unit.

To edit or create a configuration unit:

1. On the CRM.Designer main page select the desired configuration or username.
2. Select the unit type by clicking the respective button, e.g., Headers, Buttons, or Info Areas. All CRM.Designer pages are also accessible via the button.
3. Many pages in CRM.Designer offer a full-text "find as you type" search feature to find the item you want to edit quickly. Enter part of a configuration unit's name to filter the list of available items.

   

   The search results are grouped by configuration, having the current configuration at the top. Click no groups, to reset grouping. Configuration units that belong to the current configuration and, are therefore editable, are highlighted in both views.

4. To edit an existing configuration unit:
   • Click View to view the definition of an item.
   • Click Copy to copy an item from a parent configuration to the configuration you are currently designing. Or click , if available, on the configuration unit's details page.
   • Click Edit to edit an item. Detailed information on all available settings for the various configuration units can be found in this book.
   • Click Delete to delete an item.
     Note: You can only edit and delete items belonging to the current configuration.

     If you delete an item from your configuration and an item with the same name exists in your parent configuration, the item from the parent configuration becomes valid in your configuration.

5. To create a new configuration unit, enter a name and click New. Or select an existing definition under Copy from before clicking New.