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Customize the View

1. From the left navigation panel, click on any tab - Dashboard, Matter, Contact, etc.
2. While in your selected screen, you can either:
   1. Select your filters OR
   2. On the extreme right of the task bar, click the Settings icon.
      A pop-up panel displays allowing you to select Row Height, Column Size, Wrap Text, and select Columns.

Select Your Columns

1. To change the row height or to resize the columns, select from the radio buttons below each.
2. To ensure that all the text in each column is visible, slide the toggle on beside Wrap Text.
3. To hide, remove, or add columns, check or uncheck the boxes beside column names to make the columns visible or hidden. NextGen supports vertical and horizontal scrolling. If you have added a large number of columns, you can use the scroll horizontally to view each of them. If you choose to hide a column, it will remain part of the list and to make it visible, check the box beside it.
4. If you are customizing the grids for Matters, Clients, or Address Book, you can choose from additional available columns which include Matter/Contact columns and Custom Fields.
   
5. Once you have made your selection, click Apply.

   The columns selected by you will display in the grid.

Save Your View

1. After selecting your filters or configuring the grid, from the toolbar, click Save View.
2. On the Save View window that opens, give your view a name.
   
3. If you wish to have this view set as your default for the particular section of the application, toggle on the button.
4. To save as a new view, toggle on the button.
5. In the description field, give a description to your view.
6. You can choose to keep this view Private, Share it or make it Public.
   • Private: This view will only be visible to you when you set it as your default and log in. Nobody else in your law firm will have access to your view.
   • Share: Selecting Share will expand the panel to allow you to choose users or roles with whom to share your customized view. You can give them access to a Read Only version of your view or permit them to make changes by selecting Read/Write.
   • Public: This will give everyone in your firm access to your customized view.
7. Once you have completed all the fields, click Save. To make changes, click on the Cancel button.