How do I use Column Customization?

Column customization allows you to choose which data fields (columns) are displayed on your screen. With this feature, you can:

• Show or hide specific columns
• Rearrange the order of columns
• Sort and filter data more efficiently
• Save and apply different views depending on your use case or workflow

Modules that support Column Customization
You can customize columns in the following areas of the Dasseti platform:

• Companies
• Products
• Activities
• Files

Steps to Customize Columns:

1. Navigate to Module
   • Go to the module section (e.g., Companies, Products, Activities) where you want to adjust the column layout.
      
      
2. Click on the Column Customization Icon
   • Look for the gear icon ⚙️ or select the Column Customization at the top-right corner of the dashboard.
     
     
      
3. Select or Deselect Columns
   • A list of available fields will appear.
   • Tick the check boxes next to Fields or Columns name for the fields you want to display.
   • Untick those you want to hide.
     
     
      
4. Rearrange Column Order (Optional)
   • Drag and drop the hamburger lines next to Fields or Columns name to reorder them according to your preference.
     
     
      
5. Save Your Custom View
   1. Name your Column Customization as it allows you to save multiple views for different use cases.
   2. To make this view visible to all users in your environment, toggle the ‘Is Default’ option.
   3. Click Save to confirm your configuration.
      
      
       
   4. You can click the drop-down arrow to 'Load Default' view or to 'Save As' a newly created view.
      
       
   5. Newly created views will appear in your customization list. By clicking the 'Select Customization' dropdown, you can then choose which saved custom view you would like to view.
   6. To view a set of customized columns, click on the text label/name of your saved view to switch.
   7. You can update your default view by selecting the toggle next to the text label/name.
      
       
       

Need to manage custom fields? You may visit the link below to know how to create or add custom fields: How to add custom sections/ fields for company profiles? 

If you encounter any issues or require help setting up views for your team, feel free to reach out to [e-mail] or contact your CSM for personalized assistance.