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Phase 2 Navigation #1: Customize Client Pages

Step by step process:

  1. To edit your client page in terms of which columns you would like to see, these columns would come directly from your available custom fields.
  2. To set your columns and make them visible, all you need to do is to hover over any of these columns and click on these three dots.
  3. Add a column to the left or to the right.
  4. In this instance, we’re going to add a column to the right specifically for date registered, so the date the customer came into the system, and perhaps another column for the responsible manager and another column for the location.
  5. In this way it’s easy to see that you can add any additional columns for any of the custom fields that you have to give you a full overview of your database and the important things that you would like to see.

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