Relations

This panel controls the appearance of related record tabs visible in record view. 

One of the most prominent advantages of YetiForce CRM is the possibility to customize nearly every single element in the system. This option is also available for related module tabs visible in record view. If you would like to change the appearance of the tabs in your system the following instruction presents a set of paramenters you can use.   

The panel can be found in: Software configuration → System tools → System - configuration

relacje panel en

 

The panel is easy to use, it's enough to select the settings you would like to change and press the "Save" button at the bottom of the screen. This functionality will help you customize the following elements:

Show related module names in tabs

☑ - If checked, the module names will be displayed on the tabs in record view, as shown below: nazwy i ikony


☐ - If unchecked, the module names will not be displayed, as shown below: 

tylko ikony

 

Show related module icons in tabs

☑ -  If checked, the module icons will be displayed on the tabs in record view, as shown below: nazwy i ikony


☐ - If unchecked, the module icons will not be displayed, as shown below:

tylko nazwy

 

Show related records count in tabs

☑ - If checked, the number of records in the related modules will be displayed on the tabs in record view, as shown below: nazwy i ikony


☐ - If unchecked, the number of records in the related modules will not be displayed, as shown below:

bez liczby

Maximum length of a comment visible on the related record

Defines the length of comments visible in some relations, for example in the "Products and Services" tab in Account module records. 
Depending on the value set, the comments will appear as shown below: 

  • length 10
    komentarz 10
  • length 50
    komentarz 50

Separate action buttons for changing additional data

Controls the visibility of a button used to change additional data in the "Members" tab in the records added to the Occurrences module (Marketing → Occurrences)

☑ - If checked, the button will be visible directly in the members list view, as shown below:

dodatkowe dane on


☐ -  If unchecked, the button will only be visible if you click the settings button   on the members list, as shown below:

dodatkowe dane off

  • środa, 06 październik 2021