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Customize your view by editing your columns
Customize your view by editing your columns

Got used to your current view and now it changed? Or maybe you need to see more detail? You can edit your view to suit your preferences.

Elsa Stadler avatar
Written by Elsa Stadler
Updated over a week ago

To change your current page view, go to one of the following:

- Statements

- Clients

- Products

- Product Agreements

Then click on Manage Columns

Select the columns that you need to see and click Ok

Repeat this for all the pages you need to customise.

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