Adding, Moving, or Removing Columns in Client Dashboard

Columns can be added, removed, or moved to other locations on Client Dashboard Home pages. New columns are placed to the right of any existing columns. A page can have a maximum of three columns. If a page has more than one column, you can change the column width by clicking and dragging the column separator.

Adding Columns

Add a column using the Customize window.

1. Click Customize on the Client Dashboard to customize the client data that displays on this window. For information about the client data that can be displayed on the Client Dashboard, see Using the Client Dashboard.
2. Under the Add Column heading, click the list to select from pages to add the column to.

Note: You can also select the pane and the contents to display at this time, if desired. See Adding, Moving, or Removing Panes in Client Dashboard for more information.

3. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes without exiting the window. An error message displays if you click this button before entering all required information.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.

Add a column using an existing column.

1. Do one of the following:
   • Place your cursor over a blank area of an existing column.

   Note: You may need to collapse the contents of an existing column to access a blank area.

   • Place your cursor above the title of an existing column.
2. Right-click and select Add Column. The new column is added to the right of the existing column.

Moving Columns

Columns can be moved from their current location to a different location on the page.

To move a column, do one of the following:

• Click and drag a column header to move the column to another location.
• Right-click a column header and select one of the following:
• Move Left. Moves the column one position to the left (if available).
• Move Right. Moves the column one position to the right (if available).

Removing Columns

1. Right-click a column header (this is the blank bar above the column title bar).
2. Select Remove Column from the menu.