How to format list item in the Companies module

How to format list item in the Companies module

Formatting Companies list items

You can format any of the text is the Companies list to suit your needs. For example, Bold all of companies that are Vendors or highlight balances in red.

To format items on the right side:

  1. Click More Actions menu on the right hand side of the Companies module.
  2. Choose Configure List (see screenshot below).
  3. Choose Conditional Formatting tab. (2)
  4. Click Add to add a formatting rule. (3)
  5. Click Appearance tab.
  6. Set the desired formatting by check the checkbox (8) and choosing formatting options. (9,10)
  7. Click Ok. (11)
  8. Click the Condition tab.
  9. Set up the conditions by clicking a field (4) on the left and then adding an operator (5) and value. (6)
  10. Click the Formatted Fields tab.
  11. Choose the fields that you would like to have formatted when the condition is met.  If you leave this tab blank, all fields will have the format.
  12. Click Ok.
  13. Click Finish Editing.

In the example screenshots below, we used the following example: "When the document type is Cash Receipt, make the color of the text of all the fields blue."

Formatting Companies list entries

Last Updated  12/02/2020 - JML

    • Related Articles

    • Custom Fields

      Custom Fields Overview Users may create any number of Custom Fields that can be used in various areas of the software including the following objects: Company   (custom fields may be restricted to Customers only, Vendors only, Employees only or all ...
    • Creating Custom Fields : How to create inventory items with multiple, reportable Custom Fields?

      Creating Custom Fields Steps : 1. Navigate to Quick Menu → Settings → General Settings.  2. Under the Custom Fields section click on the Custom Field link. 3. Expand Product folder by clicking the + icon next to it and select Common (for all item ...
    • Customizing Companies

      Adding, Removing or Changing Fields in Companies The Company pane has several company fields listed in the Companies module and these may be customized to fit your specific needs. View the video below to learn how to do this. Video on how to ...
    • How to create a Customer List using the Universal Report

      Resolution is :       1. Go to Reports → Universal Report.       2. Select Catalog and Address/Contact.       3. Click Show Settings, Grouping by "Owner"       4. Click Run Report. This will show all address/contacts from all customer cards grouped ...
    • Item Details

      Viewing Inventory Location and Quantity Information on the Item Card There are several ways to view inventory quantity and location information. Viewing Inventory Location If a report isn’t necessary, click the Inventory location info button (1, ...