Customers Multiple Views

We have been busy adding many more columns to the Customers page as a result of ideas from new clients implementing Toucan.

 As a result, users are scrolling right a long way so we have developed a means to specify multiple views, each containing the data you need.

 You will see the controls for this new feature in the top tool bar – see below:

Your current data view is referred to as the “Default” – the one you have selected and Toucan has remembered.

 To create a new view – select the + button at the right end of the new controls:

This pop-up form will appear – enter a description for your new view – it will be based on your default view, then “Create”.

Open

You will now see the Customers page, with your Default view columns but with the new view description in the View control:

Now, use the Column Chooser button to remove columns you do not want and add columns you do.  These are saved automatically against the view selected.

 Then drag and drop the columns into the sequence you want, left to right, again these will be saved automatically into the new view.

 You can create as many new views as you like. Each time you do, you can select any of your already created views to be copied as a start point:

Finally, you can use the tool button to rename the currently selected view, delete it or share it with another user – press the tool button: