Customizing your View of Custom Information Submissions

If your supplier's added forms for custom information to deals, you can decide which fields from each custom information type you want to see in the list of submissions in the deal, and the order in which they should be shown. For example, the screenshot below shows the listing for custom Supplemental Deal Info set up to show the Name and Created fields:

1. In the section for the custom information submissions, click the Column Configuration button.

   

2. In Configure Columns, arrange the fields you want to see in the listing:

   • Use the + and - buttons to move fields between Included (in the listing) and Excluded (not in the listing).
   • Drag and drop the fields in Included into the required order.

   

3. Click Save.