10. How to Customize Columns

The Columns customization allows you to customize the order and visibility of columns. This helps you focus on specific data fields (e.g., ID, Country, Type) that are most relevant to you.

UseWhy CasesCustomize Columns?

• Focus on Relevant DataEssentials
  Display only essentialHide fields you rarely use (e.g., ID,“External ID” or “Registration IP”) so your eye lands on high-priority data like Email, Phone number)number, toor streamlineVerification your workflow and reduce clutter.status.

• ImproveBoost Readability
  HidingReducing unnecessaryvisual columnsnoise enhancesspeeds tableup clarity, making data easier to scanscanning and navigate.reduces mistakes when you’re sorting or reviewing long lists.

• CustomTailor OrderYour Workflow
  ArrangeMove fields“Desk” innext ato preferred“Manager,” or “State” right after “Type”—whatever sequence (e.g.,best Email before Phone number) by dragging columns to matchmatches your workflowdaily needs.tasks.

Use Cases

• Onboarding Review: Show Name, Email, Desk, Status → Quickly verify new accounts and assignments.

• Compliance Audit: Show ID, Verification Level, Logs → Surface the data needed for KYC/AML checks.

• Regional Reporting: Show Country, Created Date, Manager → Analyze geographic distribution and ownership.

• CEO Snapshot: Show Email, Full Name, Account Status → Provide a concise overview of client health.

How It Works

1. Access the Columns Panel

• LocateClick theColumns Columns button atin the top (seetoolbar of the redClients arrowpage in(Screenshot the1: screenshot labeled “Columns”Columns button).

• ClickingA thisslide-out buttonpanel openstitled the Customize columns panelappears on the right‐handright.

  side
of the screen.

2. Show/Hide Columns Using Toggles

In the Customize columns panel, each field has a toggle switch (On/Off).

• WhenEach theavailable column is listed with an On/Off toggle is(Screenshot blue2: Toggles).

• On (On),green) that= column will be displayeddisplay in the Clients table.

• SwitchOff (grey) = column is hidden.

Tip: Required/system fields (like Email or ID) may be non-toggleable or locked in the toggle Off for any columns you do not want to see.list.

3. Reorder Columns

• SomeLook columnsfor display athe “dotteddrag” handle”handle icon(⋮⋮) toon the left of theireach label.toggle row.

• Click-and-hold that handle to drag the field up or down in the list—this sets its left-to-right position in your table.
  

Note: You can often click and drag this handle to rearrange the order in which columns appear in the Clients table.

4. Save Your Changes

After adjusting the toggles (and reordering if needed), remember that some columns are unable to move because of their fixed position in the table (these columns are marked accordingly). 

Note: Once you’ve made your changes, click the Save button at the bottom of the panel. This ensures your customized layout is applied. (Screenshot 3: Save button)

5. Instant Table Update

OnceThe youpanel clickslides Save,away theand your Clients table immediately refreshes to reflectmatch your chosen columns and their new order. Fixed columns remain in their designated places.selections.

InPro summary,Tips

the

Columns
• Action

  Personal givesvs. Global Views
  If your workspace supports it, save your column layout as a personal default without affecting colleagues’ views.

• Revert to Defaults
  If you fullever control over what information is displayed for each client entry and allows youneed to arrangereset, itsimply inopen theColumns order that makes the most sense for your tasks. Open the Columns panel, toggle fields on or off, optionally reorder them,again and click Save.Reset The(if available) or turn all toggles back on then rearrange.

• Combine with Filters
  For maximum efficiency, first apply a filter (e.g. show only “Pending” clients), then customize columns to focus on the data fields most relevant to that subset.

Customizing your columns transforms the Clients pagetable updatesfrom instantlya static report into a dynamic dashboard tailored to matchyour role. By hiding distractions, promoting key fields, and arranging columns in your customideal configuration.sequence, you’ll navigate your client data faster, make fewer errors, and stay focused on what matters most. Experiment with different layouts and use cases—you’ll likely find that a small tweak in column settings leads to big gains in productivity.