Column Settings

Sorting Lists

You can sort your result lists in Aurea CRM web by column in either ascending or descending order.

The column used to sort the entries in the list is color-coded.

A small arrow is displayed in columns you can use to sort entries when moving the mouse cursor over the column header.

To sort entries in a list:

1. Click on the field you want to sort by in the list header, for example, the Country column. The entries are sorted in ascending order indicated by an upwards arrow.

   

2. Click again on the header to sort the entries in descending order.

   

   A downwards arrow is displayed in the Country column if you hover the mouse over its heading.

Changing Column Order

You can change the order of the columns in lists using drag & drop. Drag the desired column to the desired position. Two orange arrows show the column's new position.

In the following example, the Street column is inserted to the left of the City column:

1. Click on the Street column header, and drag it to the left of the City column. Two gray arrows are displayed at the column's new position.

   

Changing Column Width

The column width is based by default on the length of the fields in the database. You can change the width of your columns.

To change the column width:

1. Position the cursor over the field separator.

   

2. Drag the separator to the desired position.

Selecting the Fields in the List

You can determine which fields are displayed in the list.

To select fields:

1. Click on (Modify List Fields). The Modify List Fields dialog is displayed. The info area that you accessed the search for is entered in the Select Info Area field.

   

2. Determine which fields to display in the list and the order of the columns:
   • Select Info Area: Select the info area whose fields you want to display and sort records by. To do so:

     Click on to display a list of the linked info areas:

     

     More than one link may exist between linked info areas, e.g. the Ticket info area is linked to the Person info area several times. A person can be linked to a ticket as the end customer, contact person or billing address. Select the desired link from the drop-down list to the right of the info area.

     

     If only one link is available, only the default option is available.

   • Available Fields: All fields in the selected info area are listed here.

     Click on the By No. or Alph. buttons to list the fields by field number or alphabetically. Click on the desired field and click on (Add Field), or double-click on the field to add the selected field to the list of Output Fields.

   • Output Fields: This area lists the fields that are displayed in the list.

     Select a field in the list and click on (Remove Field) to remove a field from the list of Output Fields. Click on (Remove All) to remove all fields from the list. Click on (Move Up) and (Move Down) to change the order of the fields.

   • Sort by: This area contains the fields that records are automatically sorted by. To transfer a field from the list of Output Fields, select the field and click on (Add Field).

     To remove a field, select the field and click on (Remove Field). Click on (Remove All) to remove all fields from the list. Click on (Move Up) and (Move Down) to change the sort order.

     The icon next to sort fields indicates whether the entries are sorted in ascending () or descending () order by default. Double-click on a search field to change the sort order.

   Note: If no sort fields are defined (or only one sort field is defined and several records contain the same value in this field), the same records are sometimes displayed when switching between pages in the results list. To prevent this, define sort fields such that the sort criteria is unique.
3. Click on OK to apply your settings.

   Click on Restore Defaults to restore the default settings. Click on Cancel to discard your changes.