The Table Columns settings page allows you to set default views for each type of table in your organization. This helps ensure the most important information is displayed first, while still giving users the flexibility to adjust their own layouts when needed.
How It Works
Override Defaults: Each table type (Help, Refunds, Voice Messages, Feedback, Customers, and Equipment) can be customized individually.
Column Selection: You can select which columns appear by default and the order in which they display. The sequence you set here will define the default table layout.
User Flexibility: Users may still rearrange or hide columns while working in a table. However, if they reset or revert back to defaults, the configuration set on this page will be applied.
Table Types You Can Configure
Help Columns – Control the default view for help requests (e.g., Name, Type, Equipment, Status).
Refund Columns – Choose refund details such as Reference, Method, Amount, and Decision.
Voice Message Columns – Define default fields like Caller Number, Summary, and Submitted date.
Feedback Columns – Select which feedback details (e.g., Reason, Rating) should be shown first.
Customer Columns – Manage customer information defaults, including Name, Mobile, Email, and activity history.
Equipment Columns – Configure equipment details such as Tag ID, Location, Account, and Sync Status.
Updating Your Defaults
Navigate to Organization > Tables.
Use the toggle to turn on the ability to override default visible columns for the table type you want to update.
Select the columns you want included in the default view.
Drag to reorder columns if needed.
Click Update to save your changes.
Your updated layout will now serve as the new default for your organization’s users.