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Setting the Visible Columns and Panel Fields

Set the default visible columns on list screens and fields on panel views. Any user can swap between these.

Updated yesterday

This applies to the list screens, for example, Go To -> Quotations, to the list view, kanban/panel and calendar view (if one exists for that module).

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

For example, a user can quickly switch between panel views:

To this:

1. Click on the screen options icon

2. Click on the settings/cogs icon

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

4. Give the view set a name

5. Click "Save"

6. Hide or show columns for this column set

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

8. Click "Close"

9. To switch between the view sets, click here

10. Select the desired view

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