The Customize Tool enables the Wintouch Administrator to design and maintain all summary, profile, and extended profile windows. It is divided into two sections: the Available Fields and the Design Panel. Open the Customize Tool window by pressing the Customize button at the bottom of the summary, profile, and extended profile windows.
Available Fields: The fields in this scroll-down list are available for use in the design and layout of the window you are customizing. The field names in this list correspond to the field names in your Wintouch environment. To include a field in the window layout, click and drag the field name to the desired location in the design panel on the right.
Design Panel: Click and drag fields from the Available Fields list to the design panel. You may then click and drag and/or utilize right-click options to rearrange or style the field display. The fields may be adjusted within the layout window in two ways. To relocate a field, simply drag it to its new location within the window. Or, after right-clicking on a field in the design layout area, select Display Properties to allow more accurate field sizing and placement.
Window Title: You may type text and/or click and drag in any available fields to be displayed in the title-bar of the window.
To Rearrange a Field in the Design Panel: Click and Drag the field to the desired location.
To Change the Appearance and Other Characteristics of a Field: Right-Click within the field to access tools for changing its appearance and other characteristics. See the list of right-click options below.
Note: Unless your Wintouch environment has standard customization, the design panel will be empty the first time you open the customization window.
You can add charts in either pie chart or bar graph view and/or you can add section titles to the window layout using the customization tool right-click options. Charts can only be added in the Account Summary and Contact Summary windows. The section titles option is available in all the Summary, Profile, and Extended Profile windows.
Right-Click where you would like the chart displayed, then select Add Chart.
The following are the options presented when you right-click on any field in the design panel:
Rename: Opens a dialog box prompting the user to change the field name.
Required Component: Administrators Only: Administrators can use this toggle on/off tool to designate certain fields required components. If a field is designated a required component, users with customization privileges will not be able to enable/disable and/or remove it, though they will be able to customize other properties and change its location.
Required Entry: Use this toggle on/off tool to require users to enter a value for the field in order to save the record. A checkmark indicates that it is a required entry field.
Show on Phone/Tablet: Use this toggle on/off tool to determine whether the field is displayed in the PDA / Phone mode of Wintouch Mobile.
Enable/Disable: Use this toggle on/off tool to determine whether the field is editable(enabled) or display-only (disabled).
Note: Some Wintouch system fields are disabled by default, and cannot be enabled using the right-click menu.Disable Spell Checker: Use this toggle on/off tool to enable or disable the spell checker for the selected field.
Note: Some Wintouch system fields are disabled by default, and cannot be enabled using the right-click menu, i.e. the e-mail address fields can not be enabled.Remove: Removes the field from the design panel.
Foreground: Allows user to change the text color.
Background: Allows user to change the field background color.
Properties: Allows more accurate field alignment, sizing, placement, and sets the colors for the foreground text and background of the field.
Simply right click in the location you would like to place the title. Select "Add Title". In the Create New Label dialog type the title name and select "OK". The title will appear in the selected location.
Save time by customizing the foreground and background colors of multiple fields simultaneously. Highlight multiple fields at a time by holding down the CTRL key while selecting the fields with your mouse. Then, use the right-click menu to change the foreground and background.
Note: This feature only works for color changes. All other customization must be applied one field at a time.
OK: Saves the current design layout.
Note to Administrators: After selecting OK you may get a pop-up box asking you if you would like to save the settings as a default or for the specific Account Type. Select No for the default.Cancel: Exits this window without saving any changes to the window design.
Help: Displays online help for this window.