{"id":7257,"date":"2015-07-31T16:54:44","date_gmt":"2015-07-31T16:54:44","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=7257"},"modified":"2018-11-26T12:22:28","modified_gmt":"2018-11-26T12:22:28","slug":"how-to-personalize-the-layout-of-pages-on-sage-x3-version-7","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2015\/07\/31\/how-to-personalize-the-layout-of-pages-on-sage-x3-version-7\/","title":{"rendered":"How to Personalize the Layout of Pages on Sage X3 Version 7"},"content":{"rendered":"<p>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.<\/p>\n<p><em><strong>New stuff:\u00a0<\/strong><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2015\/07\/31\/automatic-reversals\/\" target=\"_blank\" rel=\"noopener\">Automatic Reversals<\/a><\/p>\n<p>1. On any List, View or Edit page, click the paintbrush icon at the top left.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/a1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-7259\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/a1-1024x457.jpg\" alt=\"a1\" width=\"595\" height=\"266\" \/><\/a><\/p>\n<p>2. After selecting a field, click \u201cExclude me\u201d under Section Identification on the right bar. This will exclude the selected fields or boxes from the screen.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/a2.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-7267\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/a2-1024x472.jpg\" alt=\"a2\" width=\"595\" height=\"274\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/3.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-7260\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/3-1024x478.jpg\" alt=\"3\" width=\"595\" height=\"278\" \/><\/a><\/p>\n<p>3. You also can hide the labels or change their position by selecting the field on the screen and choosing \u201cno label\u201d or \u201cposition.\u201d<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-7261\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/4-1024x479.png\" alt=\"4\" width=\"595\" height=\"278\" \/><\/a><\/p>\n<p>4. When you\u2019re done customizing the screen, click \u201cSave as\u201d on the right bar.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-7262\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/5-1024x219.png\" alt=\"5\" width=\"595\" height=\"127\" \/><\/a><\/p>\n<p>5. You can save as a personal, shared or global page. After saving close the screen.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/6.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-7263\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/6.jpg\" alt=\"6\" width=\"563\" height=\"297\" \/><\/a><\/p>\n<p>6. You can access the saved customized screen by selecting the title on the drop-down icon next to the page title.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/7.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-7265\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/07\/7-1024x326.jpg\" alt=\"7\" width=\"595\" height=\"189\" \/><\/a><\/p>\n<p>Hope this helps!<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU&#x2122; integrations include <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a> and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for <a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are <a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,\u00a0integrated applications such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a> and have developed add-ons such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight <\/a>\u00a0and <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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:\u00a0Automatic Reversals 1. On any List, View or Edit page, click the paintbrush\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2015\/07\/31\/how-to-personalize-the-layout-of-pages-on-sage-x3-version-7\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,1],"tags":[575,2020,2382],"class_list":["post-7257","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-uncategorized","tag-design-screen","tag-screen","tag-version-7"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7257","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=7257"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7257\/revisions"}],"predecessor-version":[{"id":16652,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7257\/revisions\/16652"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=7257"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=7257"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=7257"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}