XPLAN Implementation Guide - Customising View and Lists: Client List Columns
Client List Columns Overview
The purpose of this lesson is to show you how the client search result columns are able to be customised to show preferred details. XPLAN Champions can edit the table configurations and set them to global so that the settings will apply for all users in the practice.
Table Configuration
When searching for clients, the details that appear in the columns in the search results screen are able to be modified to suit personal preferences to see certain details at a glance. For example, when conducting a search you may wish to show the client's phone number and date of birth in the search results without having to enter into each client to obtain these details.
To modify the columns that appear in the search results screen click on the Configuration icon within the Search Results screen and select either Edit Table Config or Temp. Table Config. The Temp Table Config option is a temporary option and is used for one time viewing only. These column heading preferences will not be saved unless they are created within the Edit Table Configs area.
Edit Table Configurations
To set user column heading preferences click on Edit Table Configuration, select the level for which this applies to, click the + sign and name the configuration. You are then able to select the preferred columns to be visible and the width and order of these columns using the up and down arrows and the width column field.
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