Customizing Columns to Retrieve Information
  • 04 Jan 2019
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Customizing Columns to Retrieve Information

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You can customize your own preset of columns in any list such as All Clients, All Groups, All Accounts, Journal Entries or Transactions Lookup.
The customizable sets of columns allow you to have specific perspectives of your data according to your own needs and in a more efficient way.

Create a new set of columns

To create your own set of columns from any of the lists:

  • Click on Custom Columns button on the top right
  • Click on New Column Preset
  • Enter the preset's name
  • Select the type of preset (Shared or Default)
  • Click on Available Columns drop-down menu
  • Click on a column you want to add
  • Click on Add Column
  • Repeat the process for every column you want to include and Save Changes.

The columns include regular and custom fields.

Custom Columns drop-down menu with New Column Preset pop-up with the following areas Preset Name, Available Columns, Selected Columns and Sort By

Types of Presets

You can choose one or more of the following options:

  • Shared if you want other users to also see the preset you're creating
  • Default if it should be displayed as the default preset

Edit and delete a set of columns

You can change or delete existing presets at any time.
To Edit a preset of columns:

  • Open the preset
  • Click on Edit Columns buttons on the right
  • Make the changes
  • Save Changes.

To Delete an entire preset of columns:

  • Open the preset
  • Click on Edit Columns button on the right
  • Click on Delete button
  • Confirm that you want to Delete

Edit Columns view with multiple sections and buttons like Cancel, Delete and Save Changes

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