Customising the Find Screen - Column Chooser

Customising the Find Screen - Column Chooser

Each user can customise the Find Screen according to their needs. Columns can be added or removed and re-ordered. This only changes it for your view and not other users. 

 

Adding Columns 

In the Find Screen right-click anywhere in the Columns heading area as shown and select Column/Band Chooser. 

 

 

 

A new window will appear. 

 

 

 

Scroll to the one you wish to add, drag and drop it into the Columns area.  The column will appear wherever you let go of your mouse.  For this example we are going to add the Fee Earner to the columns, click it, hold the mouse down, drag it up and let go.  The screen will now change to include the added column. 

 

 

  


There are many columns for you to choose from and you can have as many on your view as you like. 



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If you use an integrated accounts system, such as Klyant or Quill, you can select the account ref column. 

  

Changing the order of the columns 

 

Click on the column name you wish to move and hold the mouse down while you drag it to the new position.  Let go of your mouse to finalise the change.  The screenshot below shows the Fee Earner column which was dragged from its original position between Matter Type and Source of Introduction, to the new position as the first column. 

 

 

 

Removing columns from this view 

 

Click on the name of the column you wish to remove and hold the mouse key down then drag the column down into the main area and let go of the mouse.  

  

 

 

The column will disappear, and the Fee Earner is now showing back in the customisation window so it can be added again if required – in the example below we have removed the Fee Earner column. 

 

A screenshot of a computer

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