#47 Customize Your Columns

Dec 18, 2015

Did you know that by right-clicking on the Column Headers on any Advisors Assistant View Screen, you can choose which columns to display? You can choose what columns are important to you and remove those columns you don’t wish to see. You can then increase the size of the important columns to easily view the information.


You can also easily re-set the column widths by choosing that option within the same right-click menu.


Once you have your chosen columns showing on the screen, you can also left-click on any column to sort by the data stored in that column.

Advisors Assistant’s ClearView Screens have always made it easier to view, add and update information. With the ability to re-size and select your preferred columns, those ClearView Screens will only show you the information you need to see, without any added clutter.

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