Table of Contents
Changing display columns
Changing display columns: Quick Steps
While in a record or a template:
1. To add a column to a display
- Click the barred box in the top left corner of a record or template form
- Click the check box of any column you would like to add to your display
2. To remove a column from a display
- Click-and-drag the column header to the row above it; or
- Click the barred box in the top left corner of a record or template form
- Click the check box of the column you would like to remove from your display
3. To move a column
- Click-and-drag the column header to the position you wish
Changing display columns: Detailed Steps
While in a record or a template: 1. To add a column to a display
- Click the barred box in the top left corner of a record or template form
- Click the check box of any column you would like to add to your display
2. To remove a column from a display
- Click-and-drag the column header to the row above it; or
- Click the barred box in the top left corner of a record or template form
- Click the check box of the column you would like to remove from your display
3. To move a column
- Click-and-drag the column header to the position you wish Element Label/Text/RDA Rule