Managing 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 views for each main Register.

When saving the Register View, the Search criteria will also be saved. This means that when utilizing the register views, you will be shown the results along with the relevant metadata depending on the view selected.

To define a company or project level custom view:

  1. Click the Views drop down menu.

  2. In the Company or Personal tab, select the view.
    Company or Personal tab from Views drop down menu

  3. Click the Views drop-down menu and select Save view as….

  4. Enter in the name of the view.

  5. Select whether the view is:

    • Personal.

    • Company.

    • Project.

    Save view as panel from View dropdown menu

  6. Click Create.

  • When users access a Register, their preferred personal view will be loaded. If they do not have their own personal view defined, the company view will be loaded. If both are not defined, the Project view will be loaded. If no custom Registers are defined, a system default view will be displayed.

  • The ability to define project and personal 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 personal view can be managed at a company level by using the Options tab within company details.