Adding, Removing, and Moving Columns in Lists

Lists are presented in a structured format of columns and rows, similar to an Excel spreadsheet, allowing for clear and efficient viewing of key information. Default views display a standard set of columns to provide quick access to commonly used details.

To suit the specific needs of your practice, these lists can be customised by adding additional columns to capture more information, removing columns that are not required, or reordering them to prioritise the information most relevant to your workflow. Customised layouts can then be saved as a View, exported to CSV or Excel for further analysis and reporting, or used in Automation Processes for streamlined operations and consistent practice workflows.

Adding Columns

Columns can be added from the Columns tab on the left-hand side of the list.

1. Click the Columns tab on the left-hand side of the list to expand the tab. The width of this section can be dragged left or right.
   
   The following is an example of the Columns tab on the Clients list.
   
2. Columns that have already been added to the list are indicated with a green tick and displayed in alphabetical order. The remaining columns available to add to the list are displayed underneath.
    
3. Use the Search field at the top of the column list to search for a specific column. 
   
4. Tick the column name to add the column.
    
5. The column will be added to the end of the List, before any pinned columns on the right.
   Note: You may need to resize the column to view the information.

Managing Columns

Changes to columns can be saved as a View, including the order of columns, the widths, and if columns have been pinned to the left and right.

For information on using sorting and filtering within columns, refer to Sorting and Filtering Lists.

Changing the Column Order

To change the order of columns, click and drag the column heading. The cursor will change to display the column with four arrows, and the column will move automatically as you move the cursor left or right.

If you move the column before or after a pinned column, the column will become pinned automatically.

The following is an example of moving the Year column in the Documents List. 

Grouping Columns

The Jobs List, Invoice List, and Time List include the function to group information by one or more columns, for example, by Client, Client Group, Job, and Status. Only certain columns can be used for grouping. Fields with a Date or Email cannot be grouped.

Click the Enable grouped view button to display Row Groups. Add columns to group matching results as required. 

When a column is grouped, it will appear on the left of the List. If not pinned, it will be displayed after all the Pinned columns. Pin the Group column to display it as the first column.

Refer to Grouping Practice Invoice and Time Lists and Grouping Jobs Lists.

Resizing Columns

To increase or decrease the width of a column, click and drag the edge of the column heading to the required size. 

Alternatively, columns can be autosized to fit the contents using the List menu. Click on the List menu, displayed as three dots in the column heading, and select either Autosize This Column to adjust the selected column only, or Autosize All Columns to adjust the width for all columns in the list.

Pin Columns

One or more columns can be set to Pin Column so it is "pinned" to the left or right of the list. This keeps the pinned column(s) displayed when scrolling left or right, so they are always visible, similar to the Freeze Panes feature in an Excel spreadsheet.

When any columns are pinned, they display with a vertical line in the list.

The following is an example of the Clients List with the Name and Client Group columns pinned on the left, and Modified On pinned to the right.

To pin columns, click on the List menu in the column heading, displayed as three vertical dots, and from the Pin Column option, select whether to pin the column to the left or right. 

Removing Columns

Columns can be removed from the list by clicking and dragging the column out of the list, or from the Columns tab on the left.

Dragging the Column off the List

To remove a column from within the list, click the column heading and drag it outside of the list area. The cursor will change, and the column will be removed from the list. Release the mouse to confirm the change.

The following is an example of removing the Workflow column from the Documents List.

Using the Cabinets Tab

1. Click the Columns tab on the left-hand side of the list to expand the tab. The width of this section can be dragged left or right.
    
2. Click on the checkbox to untick the column, and remove the column from the list.
   

Saving Changes to Columns

When you navigate away from a list to a new tab, any changes to the columns, including filters or sorts, are returned to the default settings the next time you display that list.

To save changes to the columns, you will need to save the list as a view. 

1. Click the View Tools button at the end of the column headings, on the right-hand side of a list.
   
2. Click Save View.
    
3. Update the fields to save a new view, or select Modify Existing to save changes to an existing view.

Refer to Saving Changes to the View Layout, Modifying and Deleting Views.