The default view of each tab of the Data Grid displays standard fields, but administrators can add any application form question, file upload option, or routing step to the Grid for easy viewing.


Click the Columns dropdown in the action bar. Select or deselect options in each list and then click Apply. Any selections made will only affect the current tab.

Administrator view of Columns dropdown. Apply button outlined in red.


To further customize the view, drag and drop columns to re-order. Administrators can also save one custom view per tab, per opportunity. For more details on that process, view this article.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.