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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.

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:

Quote card in the Accepted column showing delivery date, net, profit, a Bespoke tag and a task list in panel view

To this:

Accepted column card showing quote number, Delivery date, End date, description and Bespoke tag after adding panel fields

Create a new view set

1. Click on the screen options icon

Quotes list with the screen options icon highlighted in the toolbar above the table, next to the purple list button

2. Click on the settings/cogs icon

Quotation list with the Switch View dropdown open, highlighting the cogs settings icon beside "Switch View" and Default (active)

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

Display Settings panel over the quotation list, with the green plus button next to the View dropdown highlighted

4. Give the view set a name

New Settings Config Name dialog over Quotations Display Settings, with the Name field filled in and the Save button ready

5. Click "Save"

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

6. Hide or show columns for this column set

Quotations list View panel for the Financial column set, with the Agreed Cost toggle highlighted in the Financial section

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

Column settings panel with Salesperson and Reason Lost toggled on, and the Save button highlighted at the bottom

8. Click "Close"

Column settings panel with Salesperson and Reason Lost toggled on, and the Close button highlighted next to Save

Switch between view sets

9. To switch between the view sets, click here

Quotes list with the sliders icon button highlighted in the top-right toolbar, used to switch between column view sets

10. Select the desired view

Quotations list with the Switch View dropdown open, highlighting the Financial option below Default (active)
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