Any screen that displays a list in column format can be customized by selecting the “Configure Columns” button. This allows you to build your column display to be exactly what you want to display when searching.
Watch this video or read the instructions to learn more.
This is the category records screen, just one example that you can configure to your liking.
After selecting “Configure Columns,” this is the screen that will display. You can browse “Available fields” and take a look at some of your possible options. To apply one of these new fields to the display, select the ” > ” icon to move a field from available to the “Show as columns in this order” selection box. To remove a field, the ” < ” pushes the selected field back to possible fields.
After making sure that all desired columns are present under “Show as columns in this order,” the “Move Up” and “Move Down” buttons allow the selected field to be moved in the desired order of display. Once everything is set up the intended way, select the “OK” button to save the format.
The “Column Layout” dropdown will allow saving and organizing multiple variations of custom configured columns. Selecting the “Edit List” option will open a menu where you can create multiple layout identifiers.
This screen allows you to “Add,” “Rename,” and “Remove” layout names to best utilize the features of having multiple column configurations.
You can also export data from your configured fields. With the specific screen you’re configuring open, head over to “File” and “Export.“
Click on “Current Displayed Fields.”
Choose which method you want the data to be exported. In this example, we’re choosing to export the data in an Excel spreadsheet.
You can also adjust the width of your columns by dragging each column divider left or right. Notice in this example how moving the divider between “Company” and “Full Address” expands the “Company” section.
