You can personalize most overviews in Rentman by adding and removing columns. You can also sort or group elements on the base of a column to focus on the information you really need.
Add a column
- In any module with an overview, hover with your mouse over a column title to see the following icon appear more_vert
- Click on more_vert
- Select + Edit columns
- Select the variable(s) you want to add.
Rentman Tip: Use ">>" to go deeper into the variables list. Use the search function to look for different variables. - Save
Hide a column
- In any module with an overview, hover with your mouse over a column title to see the following icon appear more_vert
- Click on more_vert
- Select Hide column.
Sort your columns
- In any module with an overview, hover with your mouse over a column title to see the following icon appear more_vert
- Click on more_vert
- Select Sort ascending or Sort descending.
Now, next to the column name you'll see an icon that shows if you're sorting ascending or descending on that column.
You can also add more layers of sorting. So, for example, you can sort on the date first, then on the project total price, and finally on the project type. When you do this, you will see a number next to the sorting icon to show the layer.
Group/ungroup your columns
Group elements on the base of a column to divide them more clearly.
- In a module, hover with your mouse over a column to see the following icon appear more_vert
- Click on more_vert
- Select Group or Ungroup.
Resize your columns
Adjust the width of your column to match the length of the content of this column.
- In a module, hover with your mouse over a column to see the following icon appear more_vert
- Click on more_vert
- Select Adjust width to content.
Pin your columns
You can pin columns to the left or the right of the screen, to keep better track of what element you're looking at while moving horizontally. By default, this feature is switched off, but can be activated in the user settings.
To activate:
- Click on your username in the top right corner of your workspace.
- Click on palette Display settings
- Select On to activate.
Please note that you can switch back to the regular mode anytime by following the steps above and switching this feature Off.
Upon activation, use the function in any module with the following steps:
- Hover your mouse over a column header and click more_vert
- Select lock Pin left or Pin right or Unpin.
Save your Column sets using the Views feature
Want to ensure that all your crew members see the same columns?
Column sets allow you to create and organize specific groups of columns that can be saved and used later on. They are unique per view, but can be easily made public and be shared amongst your crew members if necessary.
See article here on how you can utilize our Views feature.