You can rearrange, remove unwanted columns, and add new ones to be displayed on the Customer Records screen to best suit your needs.
This article take you through the Customer Records screen, however you can perform the same actions in other enquiry or record screens in any other module.
Remove unwanted columns from the Customer Records screen
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Customer Records screen, click the cog icon at the top right hand-side of the Records screen.
Select Configure Column from the displayed list.
Note: The Configure Columns screen is opened with the list of columns that are available for this screen. The columns that are ticked are the ones that you can see on the Customer Records screen.
Click in the checkbox next to the column you wish to remove to remove the original tick, and repeat this for all columns you want to remove.
When you are done, click Confirm Columns on the right -hand side of the Configure Columns screen to save your configuration.
The columns that are displayed on the Customer Records screen are refreshed to display your configuration.
Add extra or new columns to the Customer Records screen
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Customer Records screen, click the cog icon on the top right-hand side of the screen.
Select Configure Column from the displayed list.
Note: The Configure Columns screen is opened with the list of columns that are available for this screen. All available columns are listed that you can use on the Customer Records screen.
Click in the checkbox next to the column you wish to add and repeat this for all columns you want to add.
When you are done, click Confirm Columns on the right -hand side of the Configure Columns screen to save your configuration.
The columns that are displayed on the Customer Records screen are refreshed to display your configuration.
Move columns around using the mouse
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Customer Records screen, click the cog icon at the top right hand-side of the Records screen.
Select Configure Column from the displayed list.
Note: The Configure Columns screen is opened with the list of columns that are available for this screen.
Point to the horizontal lines displayed in front of a column until you see the mouse cursor changing to a little hand.
Now hold down the left mouse key and start moving the column to your desired position.
Once complete, click Confirm Columns.
The columns that are displayed on the Customer Records screen are refreshed to display your configuration.
Move columns around using the keyboard
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Customer Records screen, click the cog icon at the top right hand-side of the Records screen.
Select Configure Column from the displayed list.
Note: The Configure Columns screen is opened with the list of columns that are available for this screen.
You can see that there are numbers at the end of each column listed, these numbers indicate the position of the columns.
Enter the number 3 in the number box for a column that is number 1.
You can see that the column that was the first in the list is now third.
Continue adding in the numbers in the number box until you are done, then click Confirm Columns.
The columns that are displayed on the Customer Records screen are refreshed to display your configuration.
Note: You can also move columns around on the Customer Records screen, just hover over the column you wish to move and when you see the little hand, just drag the column to the position you need it to be in by holding down the left mouse key.