Anticipated release: February 7, 2023 on the Comps list.
Summary
One of the features being introduced with the new list functionality is the ability to customize the layout of the list. You can include or remove various fields, and you can freeze up to three of the first columns in the list so that they always display when you scroll the list to the right.These customizations are specific to your login, and do not affect any other users. You can alter the list to see the information that is most important to you and your business.
For more information on the other features related to the Comp search list, click here.
Customization Form
To change the current layout, click the ‘Modify Layout’ link on the bottom right hand side of the list.
The customization form will appear as a pop-up window.
Available Fields: Displayed in alphabetical order, this list represents fields that are available for you to add to the list that are not currently displayed. You can select multiple fields by holding down the CTRL key while clicking on the field names.
Left and Right arrows: Once you have selected a field (or multiple fields), you can use the single arrows to move them between the Available Fields and Selected Fields columns. One click of the double arrows will move all of the fields from one column to the other.
Selected Fields: These are the fields that will show on the list, in the order you see here.
Up and Down Arrows: These buttons will allow you to move fields in the ‘Selected Fields’ column. Select one or multiple fields and click on the up or down arrows to move those fields.
Number of Columns to Freeze: This number indicates how many columns will be ‘frozen’ in the list so they always display.
Default Layout: This button will remove any customizations and restore the list back to the default layout, but only in this window until you click the ‘Apply Layout’ button. You can continue to customize the layout, apply the changes as they are, or cancel all changes.
Cancel Button: Selecting this button will ignore any changes made to this form, close the form, and take you back to the list.
Apply Layout: Selecting this button will save the changes you have made to the Selected Fields or number of columns to freeze. You only need to apply these changes once and will see them every time you open the list going forward.
If you have any questions or would like to schedule a detailed training on this feature, please contact [email protected].
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