Customizing the Client Layout

This section contains documentation for customizing the ILLiad client layout, including interface modifications, field customization, and grid management.

Getting Started

• Customizing the Client Layout
• Accessing the Customization Form
• The Layout Tree View

Layout Management

• Saving Layout Customizations
• Storing Layouts
• Using the Staff Manager to Copy Layout and Grid Settings and Rename or Hide Client Fields

Field and Tab Customization

• Renaming and Hiding ILLiad Client Fields
• Renaming Field Labels and Tabs
• Reordering Tabs
• The Hidden Items Tab

Interface Behavior

• Opening Tabs as Separate Forms
• Theme Selector

Grid Customization

• Working with Grids
• Selecting Multiple Records in a Grid

Home Page Customization

• Displaying Custom Queue Categories on the ILLiad Home Page

Reports Integration

• Adding Reports to the Reports Group
• Customizing the Barometer Report