Changing lists via mouse

A list can be changed quickly and directly using your mouse. The following examples show you possible usage scenarios:

Even if you have no rights to create or change a view, you can temporarily customize a list for a specific task or information you require.

But even if you have rights for views, it is sometimes not "worth" creating a modified or new list view for certain activities, and direct customizations are faster.

Directly modified properties apply as long as the view is open. The properties - apart from the column width - are saved when you save the view format. The quickest way to do this, is to click Save view format in the context menu.

You can also customize and save view formats using your mouse in lists which are part of another view. For example, you can also edit a list of contact persons in the following: a data record window for addresses, a dossier view or a link list.

If you wish to no longer display a field from the list, click the column title and then Remove column "Name" in the context menu.
To display a field, click the row with the columns titles and then Add column in the context menu.

Now, all the available fields from the list will be displayed.

Click the field you wish to display.

If you move the mouse pointer onto the dividing line between the two column headers, the pointer symbol changes to the double-arrow.

You can move the double arrow by keeping your mouse button pressed and moving the cursor to the right or left.
To move a column to another location, click the column title and hold down the mouse button.
Moving your mouse to the left or right will display the field with a red outline.
Release your mouse button when you have reached the position you wish to display the field in.

You can sort by one or more fields.

By clicking a column title, the list is sorted in ascending order.

Clicking again, sorts the list in descending order.

Clicking a second or third, or more, column heading while holding down the Ctrl button sorts the list by the second, third and so on fields.
To return the sorting to a second or additional field, simply click the column header again without holding down the Ctrl button.
To prevent a field from being used again for sorting, click the column title a second time while holding down the Ctrl button.

Using grouping, data records are displayed in groups, grouped by a field. A hierarchy is possible here. For example, you want to display prospects and customers, and in both groups of addresses you want to show the difference between companies and individual contacts by displaying them as additional groups.

The list for the grouping can only contain a maximum of 10 000 data records. If you have more data records than that, a hint text will appear and the list will not be grouped.

Using drag and drop, drag a column title upwards to the hint text to group them.

When grouping multiple columns, the hierarchy is displayed in this row, for example, Category > Address type.

You can sort a grouped list by clicking the column title.
You can open the individual lists by clicking the small arrow in front of the group.
To remove the grouping, drag the column header back to the lower section.