Q. There used to be an option to Edit the columns and Customise data visibility, but now I do not have the buttons any more. Where did they go? How do I update my view so I only see the data I want and need to see.
A. The Edit and Customise buttons have been updated to a new single button to access the customisation menu. This change affects the List Views for the following pages:
Orders
Planning
Stops
Trips
Invoices
Customers
Resources
Locations
The position and verbiage change introduces a more consistent style throughout the platform for customisations. Reducing the option to a single button improves visibility on the screen, and also makes it possible to relocate the button position to a more logical position.
For example, in the planning screen there were previously 2 'Customise' buttons shown in the header, one related to the orders/resources table and the 2nd related to the planning board view. Duplicating these buttons created a confusing and inefficient flow when updating these options.
The general order for the toolbar buttons will show:
Customise Button | Search Field | Other filters (date range, etc)
Review details below to see the new position for the customise button on each page that has been updated.
Orders - Old
Orders - New
Planning - Old
Planning - New
Stops - Old
Stops - New
Trips - Old
Trips - New
Invoices - Old
Invoices - New
Customers - Old
Customers - New
Resources - Old
Resources - New
Locations - Old
Locations - New
