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Customize the Column Display in the Correspondence Tool

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Objective

To customize the columns in the project's Correspondence tool. 

Background

You can customize the columns in the Correspondence tool so it shows data that is relevant to you and your project.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Correspondence tool.

Steps

  1. Navigate to the project's Correspondence tool.
  2. Click the Items or Archive tab.
  3. Choose from these options:
    • Show a Column
      Place a check mark in the box next to column to show on the Correspondence page. The default setting is to show all available columns. 
      OR
    • Hide a Column
      Remove the checkmark from the box that corresponds to the column to hide on the Correspondence page. This immediately removes the column from the page. 

      show-hide-columns.png

      OR
    • Reorder the Columns
      Grab the column name by the dots (⁞⁞). Then use a drag-and-drop operation to place the column into the desired position in the list. This immediately moves the column into the specified position.

      reorder-column2.png

      OR
    • Restore the Default Settings
      Click the Reset to Default link at the top of the drop-down menu. 
      OR
    • Adjust the Row Height of the Table
      Click the desired Row Height button to adjust the row height of the table on the Correspondence page. 

      adjust-row-height.png