Setup Custom Column Headers

Setup Custom Column Headers

1. When you are in any claim or policy list, you can use the search button to customize the columns display.
   
2. From within your policy or claims list, click the green binoculars and then on “Setup”
   

1. In the new window that appears, click on “New” to create your custom column setup. Decide whether to keep the default fields or not, then give your setup a title
   

1. Now you can add the columns you wish to see by highlighting each desired field, then clicking the right-facing arrow to add it to the list. Remove unwanted columns by clicking the left-facing arrow
   

1. Click “Save” to retain your selections, then pick your custom setup in the “Use column setup” field