Column Chooser

Note: If you're viewing on the support chat widget, we recommend you click the expand icon on the top right corner, for better viewing experience.

Do you know that now you can show more information on your listing by using the column chooser at Listing screen?

We will use Contacts Listing as example. This is my original Contacts Listing screen.

To call out the column chooser, I will need to click the column chooser icon at the top-right-hand side. The Column Chooser will appear immediately. As I scroll-down in the column list, I can see those columns which is not selected by default. Example: Email.

I just need to tick the checkbox for Email column, and now that Email column will be displayed in my Contacts Listing screen immediately.

At the moment, listing screen will not remember your choices on column chooser, means it will go back to the default design when you re-login to Financio. We are still doing some tests to ensure you can personalize the listing screen later. Stay tune.