Overview
Customizing the order view allows you to control which information is displayed and how it is organized for each order status. By choosing specific columns and adjusting their order, you can tailor the display to match your workflow and focus on the details that matter most for each folder or folder group. This article explains how to customize, reset, and save column views in the Orders screen.
How to Customize My Columns
Customize the displayed columns and their sequence in the order view. You can also configure a distinct column layout for each status folder.
On the toolbar at the top of the Order Workspace, click My Columns.
In the Manage my columns window, configure your grid columns using the following options:
Click the Select folder group or folder to customize dropdown list and select the target folder (for example, UCDP).
From the Available columns list, scroll through the categories and select the new column you want to add.
Click the right arrow (>) button to move the selected column to the Displayed columns list.
Tip: To quickly add a column double-click it in the Available columns list or drag it and drop it into the Displayed columns list.
Reorder column list:
From the Displayed columns list, select the column name to reorder.
Click the Up or Down arrow buttons to adjust its position.
Tip: To quickly reorder columns in the Displayed columns list, click and drag an item up or down to its new position.
To remove a column: In the Displayed columns list, select the column and click the left arrow (<) button.
Tip: To quickly remove the column double-click the column, or drag and drop it back into the Available columns list.
Reset column layout:
Click Reset widths to set each column width back to the original size.
Click Load defaults to revert your customized columns back to Mercury's original columns for this folder.
Click OK on the confirmation prompt to restore the default layout.
Click Save to apply your changes.
Click Close to close this window and return to the order view.
Related Article: How to Manage Payment Summary in Mercury Network®
Outcome
After completing these steps, you will be able to customize the columns shown in the Orders view, arrange them in your preferred order, and create different layouts for individual folders or folder groups. You will also know how to reset column widths, restore default views, and save your changes, making order management more efficient and easier to navigate.