The new version of Sage ERP X3 allows you to easily personalize the layout of List, View and Edit pages. For example, your inventory department (or individual users) would like to see fewer fields and different labels on the Products page.
New stuff: Automatic Reversals
1. On any List, View or Edit page, click the paintbrush icon at the top left.
2. After selecting a field, click “Exclude me” under Section Identification on the right bar. This will exclude the selected fields or boxes from the screen.
3. You also can hide the labels or change their position by selecting the field on the screen and choosing “no label” or “position.”
4. When you’re done customizing the screen, click “Save as” on the right bar.
5. You can save as a personal, shared or global page. After saving close the screen.
6. You can access the saved customized screen by selecting the title on the drop-down icon next to the page title.
Hope this helps!
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Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage Enterprise Management – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information on Sage X3 Integration and Services, please contact us at firstname.lastname@example.org. We will be glad to assist you.