Dynamic Applet for Offline Client CRM on Demand

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CRM Gadget 2 Go - Dynamic Applet

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Dynamic Applet

2

• Dynamic Applet are working on List Applet and Detail Applets • For each Filter a own Applet can define


Dynamic Applet on List

Double click on a filter



• Click on column Layout • Change the Layout by drag & drop



• Test the dynamic Applet by change the filter


Dynamic Applet on Detail Applet

• Choose menu Custom Layout • Name can be change in this window



• Define the filter • Choose the Account

where the filter should trigger

•  Layout Id is the internal name for the filter

• Each filter can get a icon to visual the applet

• Title Bar Color – Define a color on the detail applet

• Display Name – Show a display Name on the applet



• A Condition has a Field to trigger on a value

• Operator can be equal or different

• The field Value is the value where the field triggers on

• Press on Add to save the filter



• Reopen the filter by edit or double click

• Press on Field Layout



• Start to design your dynamic applet in the Layout Manager by drag and drop the fields

Technology

Dynamic Applet for Offline Client CRM on Demand