Administration – Results layout tab

Principle

The Administration tab in Opti-Time for Salesforce allows you, as Administrator and user, to configure the Opti-Time for Salesforce application and personalise the default display and content of certain fields.    

In the Results layout tab in the Opti-Time for Salesforce Administration, you can define customisation parameters for data displayed in different functionalities (infoboxes, search around…) and define the colour of map markers representing objects in the map.

Utilisation

> ADMINISTRATION tab > RESULTS LAYOUT tab

In the Results layout tab, you can configure the way data is presented in pop-ups or infoboxes, in search around results, and how map markers are coloured in the map. 

The configuration can be handled in a way that is specific to each type of object manipulated. First, select the type of objects to which the configuration is to be applied. Select the object to configure in a drop-down list, and then define the infobox appearance, or search around results, or conditional colouring of map markers. 

Fields to show in item lists  

In the first section of the Results layout tab in the administration section, you can customise the Fields to show in item lists from series of fields available on the objects concerned.

1.   In the first instance, Select the object to configure at the top of the window (Accounts, Contacts, Leads)

2.   Next, the list on the left suggests all available fields for the family of objects selected

3.   Click to select in this list the field or fields desired using the CTRL or SHIFT keys   

4.   Click on Add [>] to transfer the selection into the list on the left   

5.   The right-hand list then displays the list of Selected fields   

6.   You can also remove one or several elements from the list on the right using the [<] button

7.   Finally, you can customise the display order for fields in the infobox by changing their order in the list on the right, once they have been selected. Use the Up and Down arrows to the right of the list of selected fields

8.   When you have finished, click on Save at the top right of the screen  

The configuration of the infobox is then applied as soon as the infoboxes are used:

Fields to show in the list of results of the search around operation  

This second section of the Results layout tab in the administration section allows you to customise which Fields to show in the search around result list based on the series of fields available on the objects concerned.

1.   First, Select the object to configure at the top of the window (Accounts, Contacts, Leads)

2.   Next, the list on the left suggests all available fields for the family of objects selected  

3.   Select the field or fields desired in this list, either with single clicks, or using a click with the CTRL or SHIFT keys   

4.   Click on the Add [>] icon to transfer the selection into the left-hand list   

5.   The list on the right then displays the list of Selected fields   

6.   You can also Remove one or several elements from the list on the right using the [<] button

7.   Finally, customise the display order of fields in the results of a search around operation by changing their order in the list on the right, once they have been selected. Use the Up and Down arrow icons to the right of the list of selected fields

8.   When you have finished, click on Save at the top right of the screen

Next time the application is used the configuration will be applied.

Map marker colour in the map

This section allows you to configure the conditional colouring of map markers representing objects in the map.

To configure the colour of the map marker in the map, refer to the page:

Apply conditional colour to map markers on the map

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