Customising Views

The tabs for Organisations, Individuals and Tasks all provide a similar grid-based view and can be amended in the same way.

Note the 4-button block at the top of the screen in the organisations and Individuals tabs:

The functions are from left to right: refresh, choose columns, export and archive.

In the tasks tab only the first 3 buttons are show (you cannot archive tasks).

Use the choose columns button to select which columns you want to show. Uncheck any fields that are not required. Drag columns into any order required. You can also sort and filter.

Note: By default, many of the fields are not shown to present a more concise view. After you have added additional columns, you can revert to the default view by clicking “reset” in the ‘choose column’ dialog box. This will also reset column positions and any filters applied.

Sorting, filtering and resetting views

You can customise all list views, including Organisations, Individuals and Tasks.

• Click a column heading to sort values alphabetically or by date.
• Use the column filters to display only records matching selected criteria, such as tasks due after a particular date.
• Open the Column Chooser to select which fields appear in the grid.
• Select Reset View in the Column Chooser to remove filters and restore the default column layout.

The Dashboard is split into two main areas. The top half of the dashboard provides a colour-coded overview of tasks deadlines split by service. A dropdown allows you to select an alternative Organisation Deadlines view which ignores tasks and just looks at client deadlines. The lower half of the dashboard is a 3-month forward looking view of task deadlines by service.