Editing a specific search field
You edit an element by clicking the element.
Functions
Included data record types
In the Included data record types field, select the data record types which you want to search for in the search field.
If you do not select any data record types, then the SmartSearch always searches all data record types that can be searched. The SmartSearch takes the following data record types and fields into account:
Data record type | Searched fields |
|---|---|
Tasks | Subject, Due on, SmartTags The Notes field is searched if you enter the corresponding search abbreviation before the search term. |
Receipts | Subject, Receipt type, Recipient The Notes field is searched if you enter the corresponding search abbreviation before the search term. |
Documents | Changed on, Subject, SmartTags Tip If you restrict your search to documents, the system also searches archive files and the Notes field. The following file types can be searched:
You restrict the search to documents by either using a search abbreviation or selecting the Documents data record type in the Picasso search. |
E-mails | Sender, Subject line, Recipient, Subject, Sent on, SmartTags |
Contacts | Name, First name, Name prefix, Organization, Town/City (business), Town/City (visit), Town/City (private), E-mail (business), E-mail (business 2), E-mail (private), E-mail (central), Phone, SmartTags The Notes field is searched if you enter the corresponding search abbreviation before the search term. |
Projects | Start, Project number, Subject, SmartTags The Notes field is searched if you enter the corresponding search abbreviation before the search term. |
Phone calls | Subject, End, SmartTags The Notes field is searched if you enter the corresponding search abbreviation before the search term. |
Appointments | Subject, End, SmartTags The Notes field is searched if you enter the corresponding search abbreviation before the search term. |
Opportunities | End, Customer, Name, SmartTags The Notes field is searched if you enter the corresponding search abbreviation before the search term. |
Device classes
In the Device classes field, you can define the types of devices on which the elements can be displayed.
Option | Description |
|---|---|
Mobile | The element is displayed in the SmartWe Mobile App. |
Web | The element is displayed in SmartWe in the browser. |
Visible
With the Visible option, you define whether the element should be displayed.
SmartWePremium
With this button, you can also enter a script to individually define the visibility.
Enabled
With the Activated option, you define whether the element is activated or deactivated.
If you clear the checkbox and thus disable the element, it will be displayed in read mode only. If buttons are available for the element, they will be displayed grayed out.
The Activated option is only available in the editing mode of a data record.
SmartWePremium
This button allows you to enter a script as an alternative if you want to individually control the activating and deactivating of the element.
Only readable
With the Only readable option, you define whether the element can be edited or is displayed in read mode only.
If you activate this option and the element is displayed in read mode only, any existing buttons will be completely hidden.
The Only readable option is only available in the editing mode of a data record.
SmartWePremium
This button allows you to enter a script as an alternative if you want to individually control under which conditions the element is displayed in read mode only.
Description
The following options are available to change a static header or title.
Function | Description |
|---|---|
With this button, you remove the current header. | |
| With this button, you select a header. In the list, you can find all texts available for the open app. |
With this button, you change the text of the header. Note This text may appear in different locations. If you edit the text, it will be changed in all locations. System texts cannot be edited. | |
Using this button, you can enter a new text.
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