You can rearrange the custom and standard columns of data on marketing object lists so
you can see the most relevant data without scrolling. You can choose which custom columns to
display.
About this task
You can rearrange the column order on the lists of the following marketing objects.
- projects
- assets
- offers
- marketing objects
Note: You cannot remove standard attributes because they are used by the system, but you can put
them where they are most useful or least intrusive.
Procedure
-
Go to a list page for one of these object types, such as Active
Projects.
-
Click Options ().
The Project Options window opens. In this window,
Available Columns shows all columns that can be displayed. The list of
Selected Columns shows columns that are currently displayed in the order that
they display.
-
Use the >> and << arrows to move the
columns you want to display into Selected Columns.
Note: You cannot remove standard attributes from Selected Columns.
Note: On the Assets list page, standard columns are not shown in the Available
Columns list.
-
Use the up and down arrows arrange the columns in Selected Columns in
the order you want them to appear.
-
For projects only, in the Default List field, select the list view to
use by default when you select Operations > Projects.
By default, the Active Projects and Requests view appears in this field,
unless you previously changed the setting.
If you have any saved searches, you can also select one of them as your default view.
-
For projects only, in the Default View Mode field, select project list
or project calendar.
-
Click Save Changes.