Effortless Document Customization: A Guide to Editing and Organizing Columns

Edit columns of document table

Right-click on any column header of your document table.
Click "Edit Column".


The column header row will turn grey.

When the header row is grey in colour, users may:

1. Resize the length of each column.
Click and drag the borders of each column header.


2. Rearrange the position of the columns.
Click and drag the column header to move it to your desired location.


3.. Choose which columns are displayed or hidden away.
Right-click the column header and select "Hide/Unhide Column".


The "Column Dialog" will appear.
Ticked fields will appear as a column, whereas unticked fields remain hidden.



Remember to save your changes.
Right-click the column header and select "Save".


These changes are saved to your login account, and will not be in effect for other users.
    • Related Articles

    • Hide/Unhide Column

      1.2.3 Hiding or Un-hiding Columns Location Action Remark Sales Activity> Quotation      Move mouse to any detail Header      Right-Click      Select & Click EDIT COLUMN This will switch the detail header to edit mode. Column Dialog      ...
    • Changing to different Printout Format

      Changing to different Printout Format ​ Location Action Remark SALES> QUOTATION  Click on LAYOUT Document Properties Dialogue box will appear  Un-Tick all the DEFAULT boxes Un-Tick the Default box release the pre-set layout format you have set in ...
    • Switching Column Sequence

      1.2.1.3 Switching Column Sequence Location Action Remark       Sales Activity> Quotation      Click SALES Activity      Click QUOTATION Module      Click Edit button In this example, Quotation module is used. You can do this for any of the module. ...
    • Document Layout display

      When the preview of the document layout looks compressed or shifted to onside or the other. this is likely due to the DPI issue. you can reference Windows DPI scaling to adjust your settings. alternative if you do not wish to adjust your scaling, you ...
    • Upload my customized document layout.

      Customized document layout will  come in a dot XML extension file. Step 1 Click  Maintenance -> Updates -> Document Settings Import Step 2 Select  the location where the layout is. then click on 'Get Document' a list of the customized layouts will ...