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.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter, Growth, Managed | Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Customers > Directory > Columns
What prerequisites are there?
Admin 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.
New to Checkfront - Products ✨
With our newest version of Checkfront, we have added Products (Inventory > Products) as the successor to items (Inventory > Items).
Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.
Selecting and reordering data columnsBack to top
To determine which information is displayed within the Customers list, click the Columns icon to open 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.
The following article within this series looks at exporting Customer records from the Customer Directory.
< Accessing Customer Settings | Exporting Customer records from the Customer Directory >