Choose your list columns
Copy for AI
If you open each invoice just to see what is still owed on it, the column you need is missing from the list. Add it once, and the list answers the question on every visit.
How to do it
Section titled “How to do it”- Open the list, such as Invoices, on a computer. List Column Setting is the icon at the far right of the toolbar above the list; select it.
- At the top, choose Just me or For everyone. Without System Edit you see no choice, and your changes apply to you only.
- On Columns, tick a column under Available; it moves to Your columns.
- Use the arrows to put the columns in order, type a shorter heading if you like, and pick a width: Auto, Narrow, Medium or Wide.
- On a wide list, tick Keep the first column visible when scrolling sideways.
- Select Done. Every change was saved as you made it.
Accounts, Contacts, Quotations, Invoices, Credit notes, Opportunities, Products, User accounts and Purchase orders can be set up this way. Leads and Delivery orders keep fixed columns.
Why it helps
Section titled “Why it helps”The right columns turn a list into a working view: Outstanding on Invoices for chasing payment, Mobile on Contacts for calling round. Just me changes only your own view, so you can build it without asking anyone. An administrator can set a sensible starting point For everyone; colleagues who built their own view keep it.
Example
Section titled “Example”Mei Tan wants to see who owes what without opening invoices. On Invoices she opens List Column Setting, keeps Just me, and ticks Outstanding and Sales Person. She moves Outstanding to the top of Your columns and sets Sales Person to Narrow. The list behind the drawer changes as she works; she selects Done. Her colleagues’ lists are unchanged.
Common questions
Section titled “Common questions”- Why don’t my new columns show on my laptop? The Invoices list hides its optional columns while the window is narrower than 1100 pixels. Widen the window to 1100 pixels or more and they come back.
- Can I set up columns on my phone? No. List Column Setting is not offered on a phone. Set it up on a computer.
- How do I undo my changes? In List Column Setting, select Reset to the company default under Just me. Under For everyone, Reset to the standard columns puts the company view back.
- Will renaming a heading change the field everywhere? No. The heading you type is used only on that list, for you or for everyone, depending on the choice at the top.