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Customise the Column Display in the Prequalification Tool

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Objective

To customise the columns in the company's Prequalifications tool.

Background

You can customise the columns in the Prequalifications tool so it shows data that is relevant to you.

Things to Consider

  • Required User Permissions: 'Read Only' level or higher permissions on the Prequalifications tool.

Steps

  1. Navigate to the company's Prequalifications tool.
  2. Click the vertical ellipsis (⋮).

    customize-table-options-menu2.png
     
  3. Choose from these options:
    • Show a Column
      Place a mark in the checkbox next to a column name to have it show on the Prequalifications page. The default setting is to show all available columns. 
    • Hide a Column
      Remove the mark from the checkbox that corresponds to the column you want to hide on the Prequalifications page.