Athennian has a powerful feature that allows users to customize the entity list overview, providing flexibility and efficiency in managing data specific to workflows and user roles. Learn how to effectively utilize Entity List Column Customization within the platform.
How to Use Entity List Column Customization
- Navigate to the Entities section and click on Edit Columns button on the top left-hand side
- The Edit Columns modal will then be displayed:
- Select or deselect various fields in the Entity tab to customize the entity list columns
- In the Custom Fields tab (if you have the Custom Fields add-on enabled), select or deselect various fields to better streamline the Entity display
- In addition to adding or removing columns, users can rearrange their order to better suit their preferences in the Selected Columns tab on the right-side:
- Use the drag-and-drop functionality to rearrange columns as desired
- Once satisfied with the customization, click on the Apply button to implement the adjustments
Note: User-Level Customization
- It's important to note that column customization settings apply at the user level.
- Users can tailor their entity list columns based on their specific roles and preferences, providing a personalized experience upon each login.
Example Scenario
Suppose a user primarily deals with entity registrations and compliance. They may choose to customize their entity list columns to display essential information such as Client Number, Home Jurisdiction, Registration Date, Type, and GIIN Number while excluding less relevant details like Entity Formation Date and Entity Minute Book.
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