How to Format List Items in the Companies List View in CustomBooks™

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:

  1. Click More Actions menu on the right hand side of the Companies module.
  2. Choose Configure List (see screenshot below).
  3. Choose Conditional Formatting tab. (2)
  4. Click Add to add a formatting rule. (3)
  5. Click Appearance tab.
  6. Set the desired formatting by check the checkbox (8) and choosing formatting options. (9,10)
  7. Click Ok. (11)
  8. Click the Condition tab.
  9. Set up the conditions by clicking a field (4) on the left and then adding an operator (5) and value. (6)
  10. Click the Formatted Fields tab.
  11. Choose the fields that you would like to have formatted when the condition is met.  If you leave this tab blank, all fields will have the format.
  12. Click Ok.
  13. Click Finish Editing.

In the example screenshots below, we used the following example: "When the document type is Cash Receipt, make the color of the text of all the fields blue."








Formatting Companies list entries


Last Updated  12/02/2020 - JML

    • Related Articles

    • Custom Fields

      Custom Fields Overview Users may create any number of Custom Fields that can be used in various areas of the software including the following objects: Company   (custom fields may be restricted to Customers only, Vendors only, Employees only or all ...

    • 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 ...

    • 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 ...

    • The CustomBooks™ Portal

      Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...

    • 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 ...