Understanding Manage Columns

Manage Column is another great feature of AntMyERP. By this, a user can customize the listing view of any indexed page. 

 

Steps to use Manage Column feature

Go to any indexed page. For example: Customers, Quotation, Lead etc.

On the top right hand side of the page, click on the three dots.

Select the option Manage Column.

The user will be able to see three options:

Own: By selecting this option, the user can customize the columns according to their wish. It will be visible only to that particular user as per the convenience.

Company: This option will be applicable and visible across the company. This is visible only to the Administrator.

Reset: This is ERP’s default setting.

After selecting either Own option or Company option, a list of column names will appear to choose from. A user can check the desired boxes.

Click on Save.

Note: The Column names can be shuffled by using Drag and Drop functionality.

 

Enabling Manage Column Permission

A user needs to have the below described permissions to use the Manage Column feature.

Click on Settings> User & Roles.

Select the User> Edit> Permissions.

Under the Permissions section, there are four options/ permissions associated with the Manage Column.

They are:

Manage Data Column: By enabling this radio button, the user will be able to view the Manage Column option.

Manage User Data Column: By enabling this radio button, the user will be able to view and use the Manage Column>Own option.

Manage Creator Data Column: By enabling this radio button, the user will be able to view and use the Manage >Company option.

Manage Data Column Reset: By enabling this radio button, the user will be able to view and use the Manage >Reset option.

Save the changes.

Note : If you are the administrator, you can define Company column view of this page and even the user can make the changes as per their requirements

For a user to use the Manage Column, all the four permissions need to be given to that user.

Permission: This feature is user permission defined. If you have permission, you can use this or else ask the administrator of your office to activate the permission for you.