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Change the Table Layout

You can adjust the columns in the overview table using the following methods:

Temporarily Adjust Columns

  • Click the icon with three horizontal lines to temporarily show or hide columns in the table.

Permanently Change Columns

  1. Click the gear icon in the top right corner.
  2. Navigate to "Column Selection".
  3. Customize the visibility of columns:
    • For yourself: Adjust which columns are displayed in your view.
    • For your client: Control what information is visible to them.

This allows you to tailor the table layout to your needs while maintaining flexibility for different users.

Video Guide

The following video provides a step-by-step walkthrough of the process: