Customize the CRM to your needs: hide unnecessary filters and columns
Previously, the table displayed all filters and columns at once: both those you need constantly and those used only occasionally. As a result, the table became overloaded and harder to navigate. Now you decide what to show on the screen. Keep only what you use every day, and enable the rest when needed.
For example, on the “Orders” page, you can enable filters like “Hide completed orders” or “Select delivery method” to find the orders you need more quickly. The “Enter promo code” filter is convenient to add during a promotion and remove once it ends.
If something is missing from the table
After the update, some filters and columns may be hidden, but nothing has been deleted: all your data is still there. You can restore hidden items in just a couple of clicks—see the instructions below.
How to customize filters and columns
- Open the section with the table.
- Click the gear icon in the upper right corner above the table. In the mobile version, this is the “Page settings” button with a gear icon.
- A settings window will open with a list of all available filters and columns.
- Check what you want to see and uncheck what you don’t need.
- Changes will appear in the table immediately.
Best regards, the FoodSoul team! We work for you!