Customizing Columns in the Companies (Customer/Vendor) List View

Customizing Columns in the Companies (Customer/Vendor) List View

Adding, Removing or Changing Fields in Companies


The Company pane has several company fields listed in the Companies module and these may be customized to fit your specific needs. View the video below to learn how to do this.



Video on how to customize fields in CustomBooks
Last Updated  12/02/2020 - JML

    • Related Articles

    • Getting Started - Setup Companies (Customers & Vendors)

      Overview Companies (formerly Customer/Vendor Central) is the place for everything you need when working with Customers and Vendors. CustomBooks™ Companies module brings together the relationship you have with customers and vendors in one easily ...
    • How to Format List Items in the Companies List View in CustomBooks™

      Formatting Companies list items You can format any of the text is the Companies list to suit your needs. For example, Bold all of companies that are Vendors or highlight balances in red. To format items on the right side: Click More Actions menu on ...
    • Companies (Customers/Vendors)

      Customer / Vendor Central Customer / Vendor Central is the place for everything you need when completing business related tasks. Our Customer / Vendor Central brings together the relationship you have with customers and vendors in one easily managed ...
    • Customizing Print Forms using Print Form Templates

      Introduction CustomBooks™ Print Forms can be customized to fit the needs of your business. Each print form type has a default template which can copied and modified to Add/Remove Fields Change Field Labels Add or move images Add text Change ...
    • Creating a New Company (Customer or Vendor)

      Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...