Personalize Roles and Lists

Roles can be easily customized for each user. Customization means moving fields, functions and reports in the role itself or adding columns and functions to lists or journals. All customizations can be done by clicking the settings icon in the upper right-hand corner and then click Personalize. This will open the following window specifying what is being customized. Click More and the user can add fields that are not already visible.

After selecting More click on +Field. Doing so opens a list of fields on the right side of the screen that can be dragged over.

If it is desired to move fields, fields are simply dragged to the place where the user prefers to have them. It is important that the mouse is positioned on the red arrow as in the picture below when fields are drawn.

If the user clicks on the red arrow, they can also set the field as a fixed area or hide the field.

Learn more on how to personalize and customize your view in Wisefish and Business Central by watching the video here below: