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Customize Display Fields in the Client List

Hannah
Updated

Easily adjust the columns in your client list to focus on the most relevant information for your workflow.

The Display Fields feature allows you to customize which columns are shown in the client list. This makes it easier to view only the information you need, keeping your workspace clean and organized.

 

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.

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Step 2: A pop-up window will appear with a list of field options.

Available fields include:

  • All: Automatically selects all fields for display.
  • Name
  • Email
  • Company Name
  • Unpaid Amount
  • Created Date
  • Status

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Check or uncheck the boxes next to the fields based on your preferences.

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Step 3: Once you’ve made your selections, click the Save button to apply the changes.

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Reset to Default

If you want to revert to the system’s default settings, click Reset to Default. This will immediately restore the default column view.

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Notes

  • Changes to the display settings are applied immediately and persist across sessions.

  • 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

 

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