Manage Custom Modules

The records in your custom modules can be rearranged, sorted, etc,.

Create Custom Views

Custom views can be used to filter the records in your custom modules based on the criteria you’ve set. To create a custom view for the custom module:

Custom View Custom View

Custom View Name

Enter a name for your custom view. If you use this custom view frequently, you can also mark it as favorite.

Criteria

Define the criteria for the custom view based on the fields available. You can add multiple options by clicking + Add Criteria.

Column Preferences

Choose the fields to be displayed in the custom view that you are creating. You can move fields from the Available Columns to the Selected Columns by clicking the + icon next to them.

Share Custom View

Choose the user who gets access to this custom view and click Save. This custom view will be available when you click the All Debtors (the name of the Custom Module you’ve created) dropdown.

To delete a custom view:

Delete View

Sort Custom Modules

You can sort the custom modules based on their different columns or fields. Here’s how:

The sorting can be done based on ascending or descending order (indicated by the arrow).

(OR)

Sort Module

Rearrange Columns

In the custom module, you can choose the fields to be displayed in the list page. You can also rearrange the columns. Here’s how:

Rearrange

Refresh List

If you know other users of the organisation have made any changes and it does not reflect in your app, you can refresh it to keep your list updated.

Refresh
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