Module Settings

Commence On-Demand allows you to administer personalized settings for each of the system modules. This includes the ability to modify custom views, default views, custom fields, and terms. The steps for setting up default views, custom views, and custom fields will be the same throughout each of the modules. Note: The primary detail forms in various modules have room for 4 custom fields and there is a related view “Custom Fields” which can hold as many more as you need. Best practice is to put the most important fields at the top of the list so they appear on the primary detail form.Setting up Default Views-Commence On-Demand allows you to administer the default views for any module in the system, selecting which fields will be displayed when a user accesses that module. These default views can be overridden by the individual user to suit their personal needs. Use the following steps to set up default views: 1. From the Tab, select Administration. 2. Then select Module Settings from the administration listing. 3. Select the module for which you'd like to set the default view. 4. Select Default Views from the module settings listing. 5. Select the view you wish to be the default in that module. 6. Select the Save button to save the default view, then Save & Close to return to the Modular Settings.