All user defined fields are available to be added as columns to list view grids. By default they are not displayed. To add a UDF column to a list view, right click on the grid header and select each of the UDF fields you want added to the list.
All user defined fields are available to be added as columns to list view grids. By default they are not displayed. To add a UDF column to a list view, right click on the grid header and select each of the UDF fields you want added to the list.
*NOTE: With the addition of UDF’s to the list view, if there is data that you want to track and Spire does not have a field for it, simply add what is required and this data is presented in an easy to see format.
*NOTE: In the below example you can see that the sales pipeline data added to the customer lists are even available to be used in filters, and therefore exports as well.