View format tab

On this tab, you can define the View format, for example, for a list view or dossier and can create or edit view formats.

The way a list appears is determined by the view format: For example, which fields appear and in what order, how the list is sorted, the typeface used and so on. View formats can be set public and thus available to all colleagues, or set to private and only be available to you.

For every data record type, there is a Default view format. These view formats will then be used in all clients if you have not set a special view format for a list. The Default view format (public) can only be created and edited by your administrator.

Users can edit their own and public view formats as well as default view formats if they have been given the rights to do so by their administrator.

The following navigator rights can be set for users.

Without navigator rights, view formats cannot be edited.

Navigators

Do not change view formats This means that the user has to use the view formats set by the administrator. You can change a list temporarily even if you do not have view format rights.

Changing lists via mouse

Using Create and edit your own view formats you can display the respective functions in the clients.
With Create and edit your own and public view formats you can also save public view formats for others.
You can set detailed access rights by defining several levels from public until private. Not all access rights levels are available for all rights settings.

Public means that all users have access to that particular data record, navigator, filter, and so on as no access rights are assigned. This means that all users can view, edit and delete this data.

Private data records can only be viewed by users who have been entered as participants.

Public Default view formats can only be created or edited by your administrator. Your administrator creates a public Default view format for each data record type and sets it as either changeable or unchangeable.

This Default view format is used if no other view format has been selected for a list. Examples of this are the display of hits in the Search window or the contact persons in a company data record.
If your adminstrator has given you the permissions to do so, then you can set default view formats for yourself.

You can display or hide the preview for a view, because to do this you do not require view format rights.

Current view format displays the view format which is being used for the view.

If an extended preview is not possible, the contents of the Notes field are displayed.

If the option is activated, any fields which have been marked as Default in the contact data are displayed in bold in lists.