View Columns

The View Columns module allows you to define which columns are shown, and in what order, in the system's listings. The configuration is done separately for the Documents, Accounts and Contacts views, so that each listing shows exactly the information relevant to the organization.

• Advantage: It adapts the visible information to the team's needs, showing at a glance the important data (code, version, status, workflow, expiration, etc.).
• Additional detail: In addition to choosing and ordering the columns, you can define the default sorting criterion for each listing (Sort by field and ascending/descending Mode).

Step by Step:

1. From the side menu click Administration.


2. Select the View Columns module.








3. Select the tab of the view you want to configure: Documents, Accounts or Contacts.


4. Use + Add to incorporate a column into the view, and the delete icon on each row to remove it.


5. Drag the rows (using the handle on the left) to reorder the columns according to the desired priority.


6. Define the Sort by (default sorting field) and the Mode (Ascending / Descending).


7. Click Save to apply the configuration.