Table format - configure record look

You can configure how campaign records should be presented at the bottom part of the Campaign records window.

In a separate window named Table format, you configure

• the facts to be shown for fetched records in the Campaign records window. Facts are governed by selected contact data keys,
• the order in which the facts will be displayed in the Campaign records window. The selected contact data keys are seen as column titles,
• the width of the column for each contact data key.

Open Table format window

This is how you reach the Table format window:

In the bottom part of the Campaign records window, click with your right mouse button in the search result or its title row. In the pop-up menu opened you select the Table format... menu choice.

The menu can also be opened when you have your focus on the search result or its title row and press the context menu button of your keyboard.

The window where you can select, modify, and save table format for the campaign is opened.

Display or hide contact data keys

The Edit table format window contains two lists:

• Available but hidden contact data keys, sorted alphabetically.
• The contact data keys to be displayed in the Campaign records window.

Should the campaign not have any specific table format defined, all available contact data keys will be displayed in the Campaign records window. In the Table format window the contents are displayed in the right list, under the Selected title.

There are three different methods for moving contact data keys:

1. Click on the arrow buttons in the middle of the window

     Move the highlighted contact data key from Available to Selected and vice versa.

     Move the highlighted contact data keys in Selected up or down to reorder them.

2. 

   Drag with your mouse, i.e. move contact data keys between the lists by selecting them with your mouse and dragging the keys over to the other list. When you move them from the right to the left list the contact data keys end up in alphabetical order. When you move a contact data key from the left to the right list you may choose where to place it. The insertion point is seen as a line in the right list. You can also change the relative order of the contact data keys in the right list by selecting a key with your mouse and dragging it to the wanted position.
3. Use your keyboard.

   To move selected contact data keys from one list to another use the Ctrl ← and Ctrl → keys. To change the relative order of the contact data keys in the right list use the Alt ↑ and Alt ↓ keys.

Change column width

You can change the column width of the contact data keys directly in the Campaign records window. You select one side of a column with your mouse and then drag it to the desired size. The column width can also be changed using the Table format window.

Figures to the right of the selected contact data keys in the Table format window show the column width in pixels. A click on the figure to the right displays a scroll list, where you can choose to see more, or fewer, pixels.

Save table format

The table in the bottom part of the Campaign records window is updated when you have clicked on the OK button in the Table format window. Then the selected columns are displayed, in the order you placed them in the list of visible columns.

The columns, their relative order and current column widths, are saved as a table format in the database, with the name seen in the format name field. If the format name already exists, the existing table format is updated.

• If you enter a new name in the name field, the Rename format, and the New format buttons are activated.
• If you enter a new format name in the list and click on OK, a new table format with this name will be created in the database.
• Should you want to see more or fewer columns without making changes to an existing table format, you tick the Keep changes local box, at the bottom of the Change table format window. Any changes are then not saved but are only temporary.

The two buttons OK and Cancel at the bottom close the Table format window. Selecting Cancel (or closing the window using the cross box to the right in the menu bar) no changes will be saved, not in the table, current format or in the database. Any column changes made in the dialogue are ignored, no matter if Keep changes local has been ticked or not.