Customizing screens, toolbars, and portlets

You can change the NexJ CRM, NexJ Admin Console, or NexJ System Admin Console user interface for individual users, user types, or define them across the system so that all users will see them.

These changes can be as large as removing an entire screen from the application, or as small as changing the columns displayed in a list.

You define changes by customizing applications, screens, and portlets.

Application

An application is a collection of screens or workspaces. For example, NexJ CRM and NexJ Admin Console are applications.

Screen

A screen defines the layout of forms and sub-layouts. A screen is also known as a workspace. For example, the Home workspace in NexJ CRM is a screen.

Portlet

A portlet is a type of screen that can communicate with other portlets on a workspace. For example,AgendaPortlet and MyTasksPortlet are portlets on the Home workspace.

Form

A form contains a layout for user interface controls, such as buttons, labels, and grids. Forms display data and enable users to query, view, create, or edit instances of a class. For example, frmTaskUserList is a form that displays a list of user tasks.

The Personalization page enables you to make changes to the NexJ CRM, NexJ Admin Console, or NexJ System Admin Console user interface.

The Personalization page is divided into two main areas:

• The list on the left displays a list of users, user types, or the system. When you select an object from the list, its name appears at the top of the page. If you selected a user, you can also view and change its user type at the top of the page.
• The area on the right is where the customization takes place. It consists of the following tabs:
  • Application
    This tab allows you to specify which screens should be available in NexJ CRM, NexJ Admin Console, or NexJ System Admin Console and to customize the standard toolbars for each application.
  • Screen
    This tab allows you to specify which tabs should be available in each screen and to customize the screen-specific toolbars.
  • Portlet
    The Detail subtab of the Portlet tab allows you to specify which tabs should be available in each portlet and to customize the portlet-specific toolbars. The Grid Columns subtab of the Portlet tab allows to modify the grid columns that appear in the lists in the portlet.
  • Advanced
    This tab lists all the screens and portlets that have been customized. It also allows you to make advanced customizations to toolbars, layouts, and queries used in NexJ CRM, NexJ Admin Console, or NexJ System Admin Console.
  • User Options
    This tab allows you to enable and disable different aspects of the software, such as households and financial accounts, for different users, user types, and the system.

Related links

Enabling user options