Configuring the Customer Database Layout

This Guide will show you how to change the layout of your columns as they appear in your customer database

STEP 1

Under 'CRM,' select 'Customers.'

STEP 2

Right click on the left hand section of the screen and select the 'Format' option.

STEP 3

The Screen Re-formatter will be displayed.

Find the header you want to move by using the scroll bar, then click underneath the header so it appears red. Next, use the left & right arrows to move the column so it appears where you want.

 Once done press the save disk icon.

You should see the change take effect immediately.