- Customising Columns
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Remember to click View > Save or Save As to retain any customisation you've applied.
To add a new column to the data displayed, hover over the right-hand side of the header row of one of the columns until you see a down arrow. Click on the arrow and from the menu that appears, choose Columns. A sub-menu will appear listing all the fields it's possible to display for this area of the database. Put a tick in the relevant box(es) for any columns you want to display and remove the tick for any you don't want to see, as shown below:
To change the order of the columns displayed click on the header row of the column you want to move and, with the left mouse button held down, drag it to the boundary between the two columns where you want it to appear. When it’s where you want it to be release the left mouse button to drop the column into place. The screenshot below shows the Industry column being moved so that it appears next to the Name column instead of the Town column:
To resize a column click on the boundary line on the right-hand side of the header row and drag it to your desired width.
You can sort columns in ascending or descending order. To do this click on the header row of the column you want to sort. Workbooks will alternate between sorting in ascending or descending order. Text columns will be sorted alphabetically and number/date columns will be sorted numerically.
It can be useful to group similar types of data together for ease of navigation. To do this hover over the header row of the column you want to group by until you see a down arrow. Click on the arrow and from the menu that appears, choose Group By This Field. Workbooks will automatically group the data in the column for you. Below are two screenshots of the same list of organisations first shown alphabetically by name, then shown grouped by industry.
To remove grouping, click on the header row of any of the columns and remove the tick from the Show in Groups box.