Configurable Views

The Home page, the sublocation detail view, the analytics blocks on customer and company profiles, and the columns on every operational list are now fully editable to match how your business operates.

Alongside custom themes, sublocation configurations and venue settings, you can now customise the views staff use. A front-of-house team may need a different layout from a GM or sommelier checking stock. Drag cards into place, resize columns and rows, change their order and choose columns for each list. The default view remains available.

What's new

Editable layouts

• •Home page: drag-to-arrange cards, adjustable columns and rows
• •Sublocation detail page: same editor at the bottom of the page
• •Customer profile analytics block
• •Company profile analytics block

Editable lists

• •Custom column sets on Customers, Orders, Bookings, and Enquiries
• •Add, remove, and reorder columns from Customise Columns

How it works

Press Edit at the top or bottom right of the page. Rearrange, add or remove cards, resize columns and rows, then select Save. For lists, use Customise Columns next to Filter. Once configured, these views are used across the business.

Where to find it

Home, sublocation detail page, customer and company profile analytics blocks (Edit button). Customers, Orders, Bookings, Enquiries (Customise Columns next to Filter).