Users can add or hide columns on any page in SARA that has a grid layout.
There are two ways to add/hide columns to show:
Adding visibility via the Columns window
Navigate to a page that has a grid (For ex.All Accounts, Account Overview)
On the toolbar, select the "View Settings" toolbar.
From there, the "View Settings" window will appear. Select a column from the views available.
***To create a new view click the following***
On the "Column Settings" window users can hide or add columns by enabling or disabling the "Display" checkbox.
Once the changes have been made, save.
Adding visibility via the column drop-down window
Users can also edit the columns by right clicking on the column name.
A small window prompt will open.
Hover over the Columns section to open the list of column names.
On the "Column Settings" window users can hide or columns by enabling or disabling the "Display" checkbox.
***Please note that when hiding/unhiding columns via the drop-down, users can only change columns that are already available on the Grid.***