Customizing Register Views

A custom register view for each module can be defined by default for all users within a project. Alternatively, each company can define their own default custom register viewers for each main register.

To define a Company level or Project Level custom views:

  1. Define a user based custom view that you want to deploy as a company or project level view.

  2. From the relevant register select Register View from More and Customize.

  3. At the Customize Register window select the required personal custom view from the drop down list. From Set View as select either Project View or Company view.

  4. Your company or project view will now be listed as custom views within the naming conventions:

    • <Project Number> (Project View) for Project views
    • <Company Name> - Company View for Company views
  • When users access a register their preferred (default) custom view will be loaded. If they do not have their own custom view the company defined custom view will be loaded, otherwise a Project defined custom view will be loaded. If no custom registers are defined a system default view will be displayed.

  • The ability to define Project and User level Custom register views is enabled by default and managed via the Project settings. If enabled at a Project level the option to allow a user custom register views can be managed at a company level from the Options tab within company details.