Customize Columns

Jennifer Maroney — Mon, 11 Aug 2008 16:19:00 GMT

If you are frustrated by looking at columns on records and wishing there was a way to remove them, your wish has been granted. Well, it has been granted in some areas including the Activity tab of records, Student Billing Detail tab of payments, the Line Items tab of an Invoice, and the Reports Page.

Adding or removing columns is easy as 1, 2, 3.

Right click in the column header and select Columns from the list.
Move the column name into the Display these columns box to see the columns or remove it from the box to no longer see it.
Note: You can only remove informational fields from records that are yellowed out. Data entry fields cannot be removed.
Click OK.

That's it, you're done. When you return to the record, you will see that only the columns you selected are visible. This setting follows your user name, so you don't have to worry about resetting the columns each time you log in .

My motto for adjusting columns: "When in doubt right click to see what's there." If you are able to edit the columns, Columns will be listed. If you can't adjust the columns, it won't be there.

Happy Customizing. Talk to you soon!

The Ledger : columns

Customize Columns