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How to Customize Module List Layouts

This controls the columns shown on the main list view for a module (e.g., the list of all Companies).

  1. Navigate to Settings > Customizations.
  2. Select a module (e.g., Proposals).
  3. Click the List Layout link.
  4. The editor will open, showing Used Fields (current columns) and Available Fields.
  5. Drag and drop fields to add or remove them from the "Used Fields" list, and reorder
  6. Click Save.