Learn more about Manage Column in your Index View!

 

Using Manage Columns with AntMyERP

AntMyERP’s Manage Columns feature helps users customize data views across all modules, ensuring only relevant information is displayed for better clarity and efficiency.

To use it, open any module for example, Leads and go to the Index View. Click on Manage Columns to access all the lead details stored in the system. Often, not all fields are necessary to view at once such as Tender Code, Campaign, or Follow-Up Date. These can easily be removed by clicking on Action → Manage Columns.

The Manage Columns feature offers three options:

• Own – lets users customize the view according to their preference.
• Reset – restores the default company defined view.
• All Fields View – shows all the fields available including Company, Type of Contact, Person’s Name, Mobile Number, Email, City, Business Type, Funnel, Source and Status.

Users rearrange the columns by dragging and dropping and also select or deselect the fields to show or hide specific information.

After this change, click Save and see the system refresh instantaneously in view according to the selection made.

This simple yet powerful customization ensures you only see what matters thus making data tracking and navigation in AntMyERP more focused, clean and user friendly.