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Lists display information in columns and rows, similar to an Excel spreadsheet. Users can customise lists to display the information most relevant to their workflow, including adding, removing, moving, grouping, resizing, and pinning columns.
Column changes are temporary unless the list is saved as a View. Customised layouts can 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.
- 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 Columns tab on the Clients list. - 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.
- Use the Search field at the top of the column list to search for a specific column.
- Tick the column name to add the column.
- The column will be added to the end of the list, before any pinned columns on the right.
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.
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 address 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 displays on the left of the list. If it is not pinned, it displays after all 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 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 pinned to the left or right of the list. This keeps the pinned column or columns 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.
In the example below, the Clients List has the Name and Client Group columns pinned on the left, and Modified On pinned to the right.
To pin columns, click 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.
Using the Columns Tab
- 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.
- Click 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.
- Click the View Tools button at the end of the column headings, on the right-hand side of a list.
- Click Save View.
- 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.