Encompass Technologies

<h2>Minimum Version Required: 20.01</h2>
 
<h2>Pre-Conditions</h2>
 <ul><li>Customize Columns is not available on iPads unless in iPhone Mode.</li></ul> 
 
 <iframe src="https://youtube.com/shorts/Syv4ydnMM_c?feature=share" width="560" height="315" frameborder="0" style="width: 560px; height: 315px; " class="allowed_iframe_embed" allowtransparency="true"></iframe> 
 
<h2>Steps</h2>
 
How to Customize Columns on Mobile Invoice Edit 
1. Tap the 3 lines to expand the Navigation Menu from the Mobile Invoice Edit screen. 2. Tap 'Customize Columns'. 3. Tap to add or remove Column options. At the top of the Customize Columns screen, a preview is displayed. 4. Tap the back arrow to save changes.
 
 
 
 
<h2>Fields And Definitions</h2>
 <ul>
<li>Updating a user's view in Customize Columns will save as the view each time they open Mobile Invoice Edit for any customer. </li>
<li>The updated view is only saved for the user who created it.</li>
</ul>

Driver/rep steps for choosing which columns show on the Mobile Invoice Edit screen in Encompass Mobile via Customize Columns; saved per user. Not on iPad unless in iPhone Mode. Requires v20.01+.

Customize Columns - Mobile Invoice Edit

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