Customizing the grid view at the user level

By default, when you view a catalogue or your search results using the grid view, you see the columns set at the account level. If you aren’t logged in, you will see a basic column selection. To customize the grid view at the user level, you must be logged in to your account.

1. In the grid view, click Customize Columns.

2. In the Customize Columns modal, select My custom columns.

3. Select and deselect the columns of your choosing.

4. Click Save to save the selections, or

   • Click Cancel to close the modal without making any changes.

   • Click Reset to reset the selections to the last saved settings.

The grid view is updated to display the columns you selected.

Learn more about customizing your search results grid view.

Reorder your custom columns

If you have chosen to use customized columns, you can move the columns into your preferred order by dragging the column headers. The vertical bar indicates where the column will be placed.

Export your custom columns

When you export to Excel or CSV, CataList offers you the option to use either the account columns or your custom columns. Custom columns are available when you export catalogue lists, search results, and orders.

1. Click Export.

2. Choose from the drop-down menu which set of columns you want your file to include.

3. Click the export format you want to use.

Your download begins automatically.

Your custom columns for the search results grid view can be different from the ones you selected for your catalogue grid views. When viewing search results, you will also have a smaller set of available columns you can select from, compared to the catalogue grid views. For example, the columns in the Order Management section aren’t available in the search results grid view.