How to Personalize the Layout of Pages on Sage X3 Version 7

The new version of Sage ERP X3 allows you to easily personalize the layout of List, View and Edit pages. For example, your inventory department (or individual users) would like to see fewer fields and different labels on the Products page.

  1. On any List, View or Edit page, click the paintbrush icon at the top left.
    Personalizing Page Layout in Sage X3 Version 7
  2. After selecting a field, click “Exclude me” under Section Identification on the right bar. This will exclude the selected fields or boxes from the screen.
    Personalizing Page Layout in Sage X3 Version 7
  3. You also can hide the labels or change their position by selecting the field on the screen and choosing “no label” or “position.”
    Personalizing Page Layout in Sage X3 Version 7
  4. When you’re done customizing the screen, click “Save as” on the right bar.
    Personalizing Page Layout in Sage X3 Version 7
  5. You can save as a personal, shared or global page. After saving, click the “X” to close the screen.
    Personalizing Page Layout in Sage X3 Version 7
  6. You can access the saved customized screen by selecting the title on the drop-down icon next to the page title.
    Personalizing Page Layout in Sage X3 Version 7

For more information or questions regarding Sage ERP X3, please contact us.

Ricardo de Rojas

Ricardo is a member of the BKD Technologies Sage Software team with more than 18 years of technology experience. He currently assists in project management, software assessment, business process analysis and requirements definition. Ricardo also provides installation, implementation, training and ongoing support services.

Ricardo de Rojas – who has written posts on Sage ERP Insights.


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