Inline customization of lists and grids

Inline customization enables you to see how a list or grid looks like before and after your changes. While customizing a list or grid, you can also find out its name.

Lists are displayed when you select a tab within the context of company, case, lead, opportunity, solution, or person.

Grids are used to display the results of a search for a person, lead, case, or opportunity, and so on. Grids are also displayed on the Company Quick Look tab.

To change a list or grid using inline customization:

1. Click <My Profile> | Administration | Customization | Primary Entities or Secondary Entities | <any entity> | Lists.

   You can select any primary or secondary entity. Inline customization will be enabled for all entities.

2. Select Inline Customization.
3. Open the list or grid you want to customize.
4. In the top left corner of the list or grid, click Customize List.

   In the window that opens, you can view the name of the list or grid being customized in parenthesis in the top left corner.

5. Make your changes and click Save.
6. Click <My Profile> | Administration | Customization | Primary Entities or Secondary Entities | <any entity> | Lists and clear Inline Customization to return to normal mode.