How to Manage Columns in Registrations, Support & Work Order
Overview
This guide explains how to customise the columns displayed in different sections of the Dyrect Back Office, including Registrations, Support, and Work Order.
You can select the columns you want to display, change their order, and rename the display name of the columns based on your requirements
.
Step 1: Open the Required Section
- Log in to the Dyrect Back Office.
- Navigate to the required section from the left-hand menu:
- Registrations
- Support
- Work Order
- Click the Settings/Gear icon available at the top-right of the list.
- Select Manage Columns.
Step 2: Select or Hide Columns
- In the Manage Columns window, you will see the available columns.
- Use the checkbox next to a column to:
- Select the column to display it.
- Deselect the column to hide it.
- Use the Search field to quickly find a specific column.
Step 3: Change the Column Order
- Click and hold the drag icon next to the column.
- Drag the column to the required position.
- Arrange the columns according to your preferred order.
Step 4: Rename a Column
If you want to change how a column name is displayed:
- Click the Edit icon next to the required column.
- The Column Name window will open.
- Enter the required name in the Display Name field.
- Click Rename.
Note: Renaming only changes the display name of the column. It does not change the underlying field or data.
Step 5: Save the Changes
- Review the selected columns and their order.
- Click Save.
- The selected columns will now be displayed in the list.
Example
For example, if you are working in the Registrations section and want to display Customer Name, Warranty ID, Serial Number, Status, Warranty Start Date, and Warranty End Date, select these columns from Manage Columns and arrange them in your preferred order.
The same process can be followed for Support and Work Order.
Conclusion
The Manage Columns feature allows you to customize your list view based on your team's requirements. You can show or hide columns, change their order, and rename their display names whenever required.
Need Assistance?
If you require Dyrect to assist you with an integration, you can do so by following these steps:
- Create a support ticket by submitting a form here or email us at support@dyrect.co
- A support will reach out to you to request access to your Shopify store.
Schedule a Personalize Demo
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