The Customize Columns tool allows you to organize and display data in a way that best suits your workflow. This feature is available in multiple sections, including:
Mail-in / In-store
Bulk Quote
Inventory
Customer
Each section offers unique customization options to ensure that the displayed data aligns with your specific needs.
Optimize Data Display with the Customize Columns Tool
How to Use the Customize Columns Tool
Navigate to the Customize Columns Button. You can find this button on the right side of your screen in the supported sections.
Click Add Custom Columns to begin customization.
Select the Columns to Display
Choose from the Available Columns list.
Use the search bar to quickly find specific columns.
Drag and drop columns using the six-dot icon to set your preferred order.
Assign a unique name to your customized view for easy reference, especially if you use multiple configurations.
Click Apply to save your custom columns.
Your selected columns will be displayed as per your preferences.
If you want to restore the default column layout, simply click the Default option.