The Display Fields feature allows users to customize the columns displayed in the client list, making it easier to view only the information you need.
Steps to Customize Display Fields
Step 1: In the Clients
module, click on the Display Fields
button located in the top-right corner of the client list.
Step 2: A pop-up window will appear with a list of field options.
Available fields:
-
All: Automatically selects all fields for display.
-
Name
-
Email
-
Company Name
-
Unpaid Amount
-
Created Date
-
Status
Check or uncheck the boxes next to the fields based on your preferences.
Step 3: Once you’ve made your selections, click the Save
button to apply the changes.
Reset to Default
If you wish to revert to the system’s default display settings, click Reset to Default
. This will immediately restore the default column view.
Notes
-
Changes to the display settings are applied immediately and persist across sessions, improving your workflow by focusing on relevant data.
-
This feature helps users manage large datasets by showing only key information.
Need Assistance?
If you need help customizing your client list display fields, feel free to reach out to our support team at support@fynloapps.com
Related Topics
🗑️ How to Delete Client Information
📄 How to Create and Manage Client Profiles
🚫 How to Deactivate a Client
✅ How to Activate a Client