You can resize most workspace sections by dragging the vertical and horizontal dividers between two sections. This is useful when you are entering data or looking for specific information.

You can reset all the workspace sections in NexJ CRM by clicking the Options button in the navigation toolbar and selecting Reset user interface . This resizes all sections and column widths within lists.

Most lists in NexJ CRM have the same behavior and can be manipulated in the same ways to customize how information is displayed. List columns can be resized by dragging the vertical dividers between column headings.

Adding and removing list columns

You can modify the information that displays in certain lists by adding or removing list columns.

To modify columns in a list:

Navigate to the desired workspace.
For the list you want to modify, click the Options button and select Set List Columns or click the Set List Columns button .
The Set List Columns dialog opens.
Select or clear the columns to be displayed or hidden.
To change the order in which the columns appear, select a column in the Set List Columns dialog and use the Up or Down arrows at the top right corner. This moves the column to the left or right in the table, respectively.
Click OK.
The changes you made appear in the list.

If you have chosen to add an Email column to your contacts list, you can click on the email address for a contact to open your email application and automatically populate the To field with the contact's name.

You can use columns to sort a list in ascending or descending order. To sort a list, click the column heading. To sort the list in the reverse order, click the heading again.

Docking workspaces

You can dock items such as a contact, task, or calendar entry.

Docking can be a handy way of saving your work if you are interrupted when you are in the middle of something. For example, if you are in the middle of adding a new contact and need to step away from your desk, you can save and dock the half-created item to return to it later. Docking is also handy if you have an item that you want to access frequently and quickly. Docked items appear as tabs under the navigation toolbar.

To dock an item while editing it:

Click Save and Dock in the item you are editing. The item now displays as a workspace with its own tab to the right of the existing tabs.

To dock an item in a list:

Click the Action button for the item and select Dock. The item now displays as a workspace with its own tab to the right of the existing tabs.

To close a docked item:

Click the docked item's tab and click the X to the right of the tab name.