You can customize the columns displayed in a transaction list view to show only the information that is most relevant to your work. The Manage Columns feature allows you to add, remove, and rearrange columns based on your preference.
To customize a transaction list view:
- Go to the desired Transaction List page (e.g., Invoices, Sales Orders, Bills, etc.).
- In the upper-right corner of the transaction list, click the Manage Columns icon.
- The Manage Columns panel opens on the right side of the page.
- From the panel, customize the transaction list by:
- Selecting or clearing checkboxes to show or hide columns.
- Using the Search field to quickly find available fields.
- Dragging and dropping selected columns to change their display order.
- Adding additional fields from the Available section.
Note: Changes are applied and saved automatically. The transaction list updates immediately to reflect your selected columns and column order.
After customizing the columns, the transaction list displays the fields you selected in your preferred order, making it easier to view the information most relevant to your workflow.
To learn more about key user interface in NetSuite Next, follow the NetSuite Next category. Future articles provide detailed information, best practices, and guidance for using each feature effectively.
