13. Altering ColumnsEnglishالعربيةfrançaisTagalogहिन्दी

Overview

Altering Columns

Altering Columns - Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report? Refer Global Features

Within any List or Report you have the feature to fully customise your list, and set it as User or Global Preference. For Example; Account List. Go to Accounts Module, and select Accounts List. Untick Tree Mode to view List Mode.

In the list, which means any list customer, product, invoice etc. you have a Customise tab at the bottom.

• Click Customise.
• Customise window will open up.
• In the Columns Area, Tick to make that column available in the list.
• Untick to remove the column from the list.
• Double click any column name to rename it.
• You can create Custom Column by clicking on the 'New' button in customise window of a list.
• Grid Title Font will allow you to change the font, font size and font colour of the Grid Header.
• Grid Font will allow you to change the font, font size and font colour of the text in Grids.
• Aletrnate Row Colour will allow you to set alternate row colour if required.
• Clicking on Enable Grid Lines will show the grid lines in the list. Unticking will remove the grid lines.
• You can alter changes and can make it as a Customer Report by clicking on the Custom Report Tab. Give the Report Name and select where you want to see this custom report apart from My Reports
• After making changes select User if the setting is for the individual user who is altering the changes. Select Global if you want the changes on every users.
• Click Save to complete the customisation.
• At any time you can click Default to go back to system default settings.