How to use Column Chooser
The selection of column chooser icon boxed below opens a pop-up menu within the Details grid, which allows you to change the columns that are visible on the grid. The column chooser helps in easy visualization of the data, associated to your records, creating new fields on the Details Grid.
Steps to add Columns to the Grid
1. Select the Column Chooser.
2. Search and find the column you are looking for.
3. Drag and drop the column to the desired location on the grid.
Steps to remove Columns from the Grid
1. Select the Column Chooser.
2. Click on the header of the column on the grid you want to remove.
3. Drag and drop it onto the column chooser popup window to remove it.
Steps to fix a column
If you have a number of columns on the grid, you can freeze or fix certain columns to stay on the screen as you scroll horizontally.
To Fix A Column:
1. Right click on the heading of the column you want to fix.
2. Click on "Fix" and select whether you want the column fixed on the left or right side of the grid.
Steps to unfix a column
To Clear The Fixing:
1. Right click on the heading of the fixed column.
2. Select "Unfix" to return the column back into the normal grid.
Other System Fields that can be added
In addition to the fields imported from your data sources, fullcast.io offers some default system fields that you can add through the Column Chooser:
1. Proposed Changes Fields - Proposed Change, From, To, Date/Time, Proposed By
2. Industry Taxonomy Fields - If enabled in the Design Module and the NAICS/SIC codes are available for your accounts, then you can add the Sector, Super Sector and Industry fields based on your Industry Taxonomy
3. Levels and Current Node - Fields showing up to 15 levels in the territory hierarchy and the current node.
4. Last Updated Date and Last Updated By - Fields showing when the record was last updated in fullcast.io, either through the import process or edits made by the user.
5. Notes - Fields containing notes added by users.