Customize Office Manager list views

Each of the centers in the Point of Success Office Manager program has many data fields that can be displayed. Not all fields are displayed by default. If desired, choose Customize View from the left side command bar of any center’s item list. This brings up a window showing all available fields on the left, and the currently displayed fields on the right.

To add fields to the view, select them from the left panel and use the green arrow to move them to the right panel. Once OK button is pressed, the items in the right panel are displayed in the grid. To re-sort the items in the display, slide the column headings to the desired location and drop them. The column will be moved and the screen updated to reflect the change.