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Customizing List Screens

Last Updated August 31st, 2018 by Katie Wickens

Users can control what column headings will display in the Work Orders, Proposals, and Invoices list. This allows users to control what information will display on the main lists.

Note: A maximum of 10 column headings can be selected.


Adding Columns to the List:

How to customize a list:

  1. Navigate to a list.
  2. Click the button.
  3. Press the next to Available Column Headings.
  4. Click Save Changes.

Removing Columns From the List:

How to customize a list:

  1. Navigate to a list.
  2. Click the button.
  3. Press the next to the column heading.

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