bybwhalen_sage07-29-201108:31 AM - edited 07-29-201108:33 AM
Whether looking at your Contacts, Companies, Opportunities, or Tasks in a list view, you’ll want to view information that is most relevant to you. Personalizing Sage ACT! by customizing the columns displayed in list views enables you to view, and even manage critical information more efficiently.
Customizing Columns in a List View
1. From any list view, select Options > Customize Columns
From the “Available fields:” list, select a desired field, and then click the > to add a single field to the “Show as columns in this order:” list. To add all available columns to the list, click the >> button.
To remove a column, select it in the “Show as columns in this order:” list, and then click < to remove the selected column, or << to remove all columns.
To re-arrange columns, select a column in the “Show as columns in this order:” list, and then click Move Up or Move Down.
To reset all columns back to the default/original order, click Reset.
2. After you have finished customizing columns, click OK.
The current list view updates to display the list of data from the columns you specified!