Configuring columns in grids

You can configure the columns that appear on the grid in the list views of screens in CORE. You can show or hide columns and also sort the order of those columns according to your preference.

To configure columns: 

  1. Open any CORE screen, say Invoices, from the side menu.
  2. In the list view, click More > Show/Hide Columns.
  3. Select or un-select the column names in the drop-down list depending on whether you want to show or hide them, say you select Paid to show that column in the grid list.
  4. Optionally, click the column header you want to sort the data by, say Amount Billed.
  5. Click once for ascending order (A-Z) and twice for descending order (Z-A). 

Every time you sort a column, CORE remembers your sort order automatically in most screens. So if you close the screen, refresh the screen, or log out from CORE and re-visit that screen, CORE remembers your sort order. As an example, to view your newest projects on top, enable the column Start Date and sort. You should be able to see your newest projects at the top and CORE will remember this order. In some screens, say Activity Items, sorting by the activity's code only sorts the main code, not the sub-codes that are underneath it. You can sort by Code or Sub-Code, but not both at the same time. 

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