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Setting the visible item columns

Create item column view sets on quotes and jobs, choose which columns to show or hide, and switch between saved views on any document.

The views and default columns can only be set by admin users. However, views already set up can be swapped between by all users.

Open screen options

1. Open any quotation, job/order, etc. and scroll down to the items

Quotation items table with columns grouped under Item Information, Item Costing and Item Pricing, below the item toolbar

2. Click 'Screen Options'

Quote item list with the Screen Options dropdown highlighted next to Collapse All, above the item columns table

3. Click on the settings/cogs icon

Screen Options dropdown on the quotation items screen, with the cogs icon beside Switch View highlighted

Create a view set

4. To add a new view set, click on the plus button

Display Settings panel with the green plus button next to the Default view dropdown highlighted to add a new view set

5. Give the view set a name

New Settings Config Name dialog over Display Settings, with "Finance" entered in the Name field and the Save button highlighted

6. Click "Save"

New Settings Config Name dialog with "Finance" entered in the Name field and the Save button highlighted

Choose visible columns

7. Hide or show columns for this column view set

Column settings panel with Metrics section, Margin toggle switched on and Margin Percentage toggle highlighted

8. When you have made all your changes, click "Save"

Column visibility panel with toggles for item and Costing columns, highlighting the Save button beside Close and Discard Changes

9. Click "Close"

Column visibility panel with toggles for Costing fields like Agreed Cost, with the Close button highlighted next to Save

Switch between views

10. To switch between the view sets, click here

Quote items section with the Screen Options dropdown highlighted beside Collapse All to switch between column view sets

11. Select the desired view

Quotation items list with Screen Options menu open under Switch View, highlighting the Finance option below Default (active)

Learn more: quotes in Zigaflow

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