Common Functions
Customising Column Headings
How to change the columns displayed in the main record list view for a module.
You can customize the columns shown in the main display list for most modules to show the information most relevant to you.
Steps to Customise Columns
-
Locate the 'Settings' or 'Manage' option, often represented by a gear or menu icon, near the column headings or record list controls.
-
A list of available column headings will appear. Currently displayed headings usually have a checkmark next to them.
-
Select the checkboxes for the headings you want to display.
-
Deselect the checkboxes for headings you want to hide.
-
The record list will update to show the selected columns.
Note: Administrators can often set the default column layout for all users. See 'Update Default Record List'.
Version: 1