Solution Properties
Solution ID:
200427112208337
Last Modified Date:
Mon Jan 22 10:31:12 UTC 2024
Taxonomy Path:
Case category//How do I...//setting up
Author:
[email protected]
Configure your toolbars and columns
Description

To help you work more efficiently, you can configure the desktop to hide what you don't need, making the options you do use easier to find.

You can also choose to display extra data columns that would normally be hidden to suit your needs. You can configure:

  • Modules on the navigation bar
  • Toolbar options within each module
  • Data columns
Cause
Resolution

Watch the video

Navigation bar

  1. Right-click anywhere on the navigation bar down the left.
  2. From the list click the module you want to show or hide.
  3. Repeat step 1 and 2 for each change you want to make.

Toolbar options

  1. Open the required ledger, for example Customers.
  2. Right-click the toolbar and choose the option you want to show or hide.
    TIP: The options that are currently visible on the toolbar are ticked. 
  3. Repeat step 2 for each change you want to make.

Configuring columns

You can configure the columns in each ledger, for example, Customers and Suppliers, plus many additional windows with list or grid views.


  1. From the relevant window, right-click any column heading.
    TIP: The options that are currently visible are ticked. 
  2. Click the column you want to add or remove.

NOTE: To reset the column view to the default, right-click an existing column then click Use Defaults.


Steps to duplicate
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