This is how you create a different view of an existing table and how you can configure the columns that are visible in the table. The purpose is to reduce the time and make it easy to find what you need.

Create a new custom view on the table
  1. Access the client table by clicking on client in the top menu.
  2. Click on , then click manage view, and the manage view modal is shown.
  3. Click on next to the specific view and choose add new view from this.
  4. A new view appears, if you want to change the name, double click then input the new name.
  5. Click the save button
Change order and default of custom view
  1. Access client table by clicking on client in the top menu
  2. Click on , then click manage view, manage view modal is shown.

  3. Click and hold then drop custom view up and down.

  4. At the default column, tick on the custom view which you want to make the default, that means when you click on the top menu, it redirects to that view first

Delete a specific custom view
  1. Access the client table by clicking on client in the top menu.
  2. Click on , then click manage view, Manage view modal is shown.

  3. Click on next to the custom view and choose the delete option.

  4. Click on the save button.

Visible and hide the column by using table config
  1. Access the client table by clicking on client in the top menu.
  2. Click on the table config icon .
  3. Tick on the item which you want to be visible or untick on the item if you want to hide this.
  4. Then click on the save button.
Move column (change the order of column)
  1. Access licent table by clicking on client in the top menu.
  2. Click on the table config icon .
  3. Click and hold then drop the item up and down or in the table, drag and drop the column wherever you want.
Change the width of the column
  1. Access client table by clicking on client in the top menu.
  2. Hover over the line between 2 columns till it becomes a resized cursor  .
  3. And then drag the boundary until the column is the width you want.
Pin the column
  1. Access Client table by clicking Client in the top menu.
  2. Hover on specific column, then click on .
  3. Click pin to left or pin to right.
Unpin the column
  1. Access the client table by clicking on client in the top menu.
  2. Hover over the pinned column, then click on .
  3. Click unpin,
Number of items per page
  1. For example with matter table, access the matter table by clicking on matter in the top menu.
  2. Scroll down to the bottom of the table and click on .
  3. Choose the number of items you want to show per page.