Customizing Layouts

Customize Main Menu Dropdowns

Role Administrators can customize user roles to determine which features appear in the Main Menu Dropdowns. For example, the Membership Role can be customized to have a most features available in the “Membership” dropdown but only basic features available in the “Events” dropdown.

Reorder Main Menu Dropdown Buttons

1. Click on the “Tools” Main Menu Dropdown button and click “Settings” to open the settings window.

2. Click on the “Customize Main” Menu button. This will open the Customize Main Menu window.

   

3. To reorder the main menu buttons, drag and drop the button where you want it to

   

4. Click the “Save Changes to Role” button on the bottom right-hand corner to save the changes.

Relabel and Hide Main Menu Buttons

1. Click on the “Tools” Main Menu Dropdown button and select settings to open the settings window.

2. Click on the “Customize Main Menu” button. This will open the Customize Main Menu window.

   

3. Click on the gear icon to the right of the button. This will open the field configuration window.

   

4. Check the “Hidden?” checkbox to hide the button from displaying. Relabel the button in the label field. Click the “Save Changes” button to save and close.

   

5. Click “Save Changes to Role” to save.

Copy Main Menu Dropdown Settings to a Different User Role

To copy main menu dropdown settings to a different user role:

1. Click on the “Tools” Main Menu Dropdown button and click “Settings” to open the settings window.

2. Click on the “Customize Main Menu” button. This will open the Customize Main Menu window.

   

3. Click the “Backup / Copy to Another Role” button on the bottom left-hand corner.

   

4. Select the role that you wish to copy main menu settings to from the “Select destination role” dropdown.

5. Click “Copy Main Menu State to Role” button.

6. A confirmation window will ask you if you wish to proceed, click “Yes”. The main menu settings are now successfully copied to the user role you selected.

Customize ClearVantage Lists

All primary lists utilize the list editor interface for list configuration. The list editor allows users to rename, resize, reorder, hide, or lock list columns. Additionally, list activity buttons can also be renamed, reordered, and hidden. Users may elect to save their list configurations just for their own user account, or if they are a role administrator, they may save them for their entire user role.

Reorder Columns in a List

To change the order of columns:

1. Open a list of records. The order of the fields for that type of list will be the same regardless of the specific records on the list.

2. Click on the gear icon at the top right-hand corner of the list to open the list editor.

   

3. Under “Active Columns”, drag and drop the column header in the desired position that you want it to appear in the list. For example, if you want “Street Address” to appear in the beginning of the list, drag and drop the “Street Address” field to the top of the list.

4. Once you have the columns in the desired order, click the “Save” button at the bottom right-hand corner. Click “Save Configuration to your user only” or click “Save Configuration for the role”.

   

   

Relabel and Resize Columns

To Relabel and Resize Columns:

1. Open a list of records.

2. Click on the gear icon at the top right-hand corner of the list to open the list editor.

   

3. Click on the down arrow to the right of the column header you would like to rename and/or resize.

   

4. You can change the title of the column header in the title field, and you can change the width of the column in the width field. Click “Update List Column” to save changes.

   

5. Once you have updated the desired columns, click the “Save” button at the bottom right-hand corner. Click “Save Configuration to your user only” or click “Save configuration for the role”.

   

Adding and Removing Columns from a List

In ClearVantage Online, you can decide which columns you want to expose in an individual or organization list.

1. Open a list of records.

2. Click on the gear icon at the top right-hand corner of the list to open the list editor.

   

3. If you want to remove a column from appearing in a list, drag the column from the “Active Columns” section to the “Hidden Columns” section.

   

4. If you want to add a column to a list, drag the column from the “Hidden Columns” section to the “Active Columns” section.

5. Once you have updated the list, click the “Save” button at the bottom right-hand corner. Click “Save Configuration to your user only” or click “Save configuration for the role”.

   

Relabel, Reorder and Hide List Activity Buttons

In ClearVantage Online, you can decide which Activity Buttons you want to expose under the Activity Panel in an individual or organization list.

To update Activity Buttons:

1. Open a list of records.

2. Click on the gear icon at the top right-hand corner of the list to open the list editor.

   

3. Scroll down to find the “Activity Buttons” section in the list editor.

   

4. To relabel the Activity Button, click on the arrow next to the button you wish to relabel. Enter a new title and click “Update Activity Button”.

   

5. To remove an Activity Button from the Activity Panel, drag the button from the “Active Activity Buttons” section to the “Hidden Activity Buttons” section.

   

6. If you want to add an Activity Button, drag the button from the “Hidden Activity Buttons” section to the “Active Activity Buttons” section.

7. Once you have updated the Activity buttons, click the “Save” button at the bottom right-hand corner. Click “Save Configuration to your user only” or click “Save configuration for the role”.

More List Options

On the bottom left-hand corner of the List Editor, there is a button titled More Options. This button allows role administrators to reset list to default configuration, load list configuration from a different role or user and save list configuration to a different role.

Reset List to Default Configuration

1. Open the List Editor.

2. Click on the “More Options Button” on the bottom left-hand corner, click “Reset list to default configuration”.

   

3. A confirmation window will open asking if you would like to proceed, click “Yes”.

4. This will save and close the list editor.

Load List Configuration from a Different Role or User

1. Open the List Editor.

2. Click on the “More Options” button on the bottom left-hand corner. Click “Load list configuration from a different role or user”.

   

3. A confirmation window will open asking if you would like to proceed, click “Yes”.

4. Select the list configuration from user or the role from the list that you wish to load.

   

5. A window will pop up telling you that the selected list configuration was loaded, and you must save for the changes to persist for you user or role.

   

6. Click the “Save” button at the bottom right-hand corner. Click “Save Configuration to your user only” or click “Save configuration for the role”.

Save List Configuration to a different User Role

1. Open the List Editor.

2. Click on the “More Options” button on the bottom left-hand corner. Click “Save list configuration to a different role”.

   

3. The “Save List Configuration to Role” window will open telling you that the list configuration currently displayed in the list editor window will be saved to the destination role.

4. Select the role you wish to copy the list settings to from the “Selection destination role’ dropdown.

   

5. Once you select the role from the dropdown, click the “Save List Configuration to Destination Role” button.

   

6. A confirmation will open asking if you would like to proceed, click “Yes”.

7. The list settings are now successfully saved to the role you selected.

Customize Individual/Organization ClearVantage Notebooks

Removing/Adding/Relabeling Fields

Notebook grid layouts can be customized by adding and removing fields or by organizing fields into Categories. Fields hold data while the Categories group fields. Category names appear in bold and can be expanded and collapsed in the grid to hide or show the fields they contain.

1. Open the notebook that needs to be customized.

2. Within the notebook, click on the “Activities” button dropdown and click “Edit Layout”.

   

3. A confirmation window will open asking if you want to proceed, click “Yes” and the Notebook Editor will open.

   

4. All of the fields on the right side of the notebook editor are all of the current fields that display in the profile tab of the notebook.

5. To remove a field from the profile tab of the notebook:

   1. Drag the field from the right side of the notebook editor and drop it to the left side under the “Available Fields” section.

   2. Click the “Save” button on the bottom right-hand corner of the Notebook Editor to save the changes.

   Note

   When you save the changes in the Notebook Editor you are saving those changes for all users that have the same user role as the role you are logged in as.

6. To add a field to the profile tab of the notebook:

   1. Drag the field you want to add from the left side of the Notebook Editor under the “Available Fields” section and drop it where you want it to display in the notebook.

   2. Click the “Save” button on the bottom right-hand corner of the Notebook Editor to save the changes.

   Note

   The fields on the right side of the Notebook Editor can be rearranged by dragging and dropping the fields into the correct order that you want them to display in the profile tab of the notebook.

7. To relabel a field:

   1. Click on the gear icon next to the field you wish to relabel.

   

   1. This opens the “Field Settings” window.

   

   1. Change the “Field Title” and click “Save” to save and close out of the Field Settings window.

   2. Click the “Save” button on the Notebook Editor to save the changes.

8. To mark a field as read only:

   1. Click on the gear icon next to the field you wish to mark as read only.

   2. Click the “Read Only?” check box.

   

   1. Click “Save” to save and close out of the Field Settings window.

9. Click the “Save” button on the Notebook Editor to save the changes.

Removing/Adding/Relabeling History Tabs

1. Open the notebook that needs to be customized.

2. Within the notebook, click on the “Activities” button dropdown and click “Edit Layout”.

   

3. A confirmation window will open asking if you want to proceed, click “Yes” and the Notebook Editor will open.

4. Scroll down the left side of the Notebook Editor until you see the “Available Tabs” section. This section displays all of the available history tabs that can display in the notebook.

   

5. To remove a history tab:

   1. Uncheck the checkbox next to the tab label you wish to remove.

   2. Click the “Save” button on the Notebook Editor to save the changes.

   Note

   When you save the changes in the Notebook Editor you are saving those changes for all users that have the same user role as the role you are logged in as.

6. To add a history tab:

   1. Check the checkbox next to the tab label you wish to add.

   

   1. Click the “Save” button on the Notebook Editor to save the changes.

7. To relabel a field:

   1. Click on the gear icon next to the field you wish to relabel.

   

   1. This opens the “Tab Settings” window.

   

   1. Change the tab “Title” and click “Save” to save and close out of the Tab Settings window.

8. Click the “Save” button on the Notebook Editor to save the changes.

Removing/Adding/Relabeling Activity Buttons

1. Open the notebook that needs to be customized.

2. Within the notebook, click on the “Activities” button dropdown and click “Edit Layout”.

   

3. A confirmation window will open asking if you want to proceed, click “Yes” and the Notebook Editor will open.

4. Scroll down the left side of the Notebook Editor until you see the “Available Activity Buttons” section.

   

5. To remove an activity button:

   1. Uncheck the checkbox next to the activity button label you wish to remove.

   

   1. Click the “Save” button on the Notebook Editor to save the changes.

6. To add a history tab:

   1. Check the checkbox next to the tab label you wish to add.

      

   2. Click the “Save” button on the Notebook Editor to save the changes.

7. To relabel a field:

   1. Click on the gear icon next to the field you wish to relabel.

      

   2. This opens the Activity Button Settings window.

      

      Note

      Check the “Activity quick button?” checkbox if you want this activity button to appear along the top of the notebook, next to the activity button dropdown.

   3. Change the Tab Title and click “Save” to save and close out of the Tab Settings window.

8. Click the “Save” button on the Notebook Editor to save the changes.