As an account manager, you have the ability to set up specific columns that are included in an export file, called account columns. Account columns will be available as the default for all account users when they view books in grid views or export Excel and CSV files. This includes the grid views of any catalogues and the My Orders page for retail and library-type accounts.
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Select a pre-set format
You have the ability to use pre-set account columns or to choose the specific columns you want to include in your grid views and exports. There are two pre-set formats you can select: Basic or Extended.
Customize your grid views and export columns
Add editable columns to your grid views and exports
Viewing custom grids in CataList
Although account columns are set by the Account Manager at the account level (and will always be available to all users at the company), individual users can use the Customize Columns feature to show or hide columns that are relevant to them. This will help manage the number of columns that run over the right side of the page.
When an Account Manager makes changes to the account columns, the account columns for users in that account will be updated, but the individual user's customized columns will be saved.