Minimum Version Required: 22.01
Pre-Conditions
A user is only able to add columns allowed by their permissions
Steps
How to Add/Remove Columns in Table View
1. From any table view (Products, Customers, Invoices, etc), columns can be ordered and added to suit
2. Click Columns to add/remove additional columns
3. Click Create View when changes are complete
4. Click and hold on a column header to use drag and drop reordering
5. To remove a column, click the column header and select 'Remove From View'
6. To add a single column using Quick Add, hover between two column headers until you see the gray pin icon
7. Click the plus icon to search by field name, then click to add it as a column
8. Click the Star icon next to the table name or click Save to preserve the table view with the filters and columns
Best Practices
Add fields from related records or Sub Tables using the Columns button.
Fields on related records can be added to the table view by clicking Add Columns then opening table folders until the field is exposed. Click to select the field, then click Create View
To add to columns in a Sub Table view, look for the Sub Table name in a collapsed view at the bottom of the Add Columns menu. Click to expand the view, then select the field(s) to add as column headers in the Sub Table view and click Create View