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Customizing Columns on the Document Items tab of the Quote Workbook |
  
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Customizing Columns on the Document Items tab of the Quote Workbook |
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The items that have been added to your quote are displayed on the Document Items tab of the Quote Workbook. The DocumentItems tab has many columns displayed on it, which can be customized. You can customize which columns are displayed for each user, the title of each column and in which order the columns appear in by selecting the View|Customize columns menu. If the security right of "CannotModifyDocumentItemsColumns" is set for the currently logged in user, the user will not be allowed to customize their columns.
Change Column Order To change the order in which the columns appear, select the item you would like to move and click on the up arrow to move that item one position up or click on the down arrow to move that item one position down.
Hide and Show Columns The items that are checked will be the columns displayed on the Document Items tab of the quote workbook. To hide a column, select that column and click on the [Hide] button. To show a column that is currently hidden, select that item and click on the [Show] button. Note that the [Hide] button becomes a [Show] button when the item selected is currently hidden.
Scroll Lock The Scroll Lock feature allows you to specify how many columns on the Document Items Tab you wish to lock when scrolling to other columns. |
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Customizing Column Names To change a column name select the column name you would like to change and click on the [Rename] button. The Rename window will appear. Type in the column title name you would like to appear as the header of that column in the Document Items Tab. |
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Applying Customized Columns to Users If you have Master security rights, then an Apply to tab will be visible that will give you the option to apply these column changes to all users, or a list of selected users. |
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