Learn how to select and reorder data columns for display within the Customers list.
New to the Customers Directory? Read the first article in this series for an introduction to the Customers Directory feature.
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Customers > Directory > Columns
What prerequisites are there?
- Admin permissions or restricted permissions to View Customer List and Edit Customers.
Which Checkfront version supports this feature - classic, new, or both?
- The Customers Directory feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Selecting and reordering data columns
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To determine which information is displayed within the Customers list, click on the Columns icon to open up the settings modal and select or deselect the data as needed.
To reorder the columns in your report, click and hold your mouse over the "dots" to the left of the data option.
Click Save when ready, and your report is updated with any changes you make.
In the next article within this series, we look at exporting Customer records from the Customer Directory.
< Accessing Customer Settings | Exporting Customer records from the Customer Directory >