Add or remove columns shown

You can customize which columns are shown to you. Customize the columns shown separately for search results and for cases In Risk Management, use cases to group interactionss according to the needs of the enterprise. Interactions can reside in multiple cases simultaneously. (or folders). Changes you make apply only to you and persist until you make more changes.

Before you begin

Adding or removing a column affects the following features:

The order of the refining fields
The metadata included when downloading interactions metadata and when exporting interactions media

Procedure

Locate interactions using one of the following methods:
- Search for interactions
- Access a case or recycle bin (when the 2021R1 - Legal Hold feature is available)
- Access a folder (when the 2021R1 - Legal Hold feature is not available)

Click the icon for any column heading.
Select Columns....
- Columns not shown to you currently display in the Available Columns list.
- Columns shown to you currently display in the Selected Columns list.
To search a list by column name, use the search field provided at the top of each list. Enter a full or partial text string corresponding to the name you want to find.
- Search text that matches the column name displays in bold text
- The list dynamically updates: with your search results.
- If no column names match the value entered, a message displays to indicate that no column names are found.

To move a single column from one list to the other, drag the column name and drop it in the destination list.
- For the Selected Columns list, drop the column name where you want it to display.
- For the Available Columns list, columns are always arranged alphabetically.
To use drag and drop to move multiple columns from one list to the other:
1. Select the column names.
  - Use CTRL + click to select an multiple, non-consecutive column names.
  - Use SHIFT + click to select multiple, consecutive column names.
2. Drag the selected columns and drop them in the destination list.
  - For the Selected Columns list, drop the selections where you want them to display. All selected columns are positioned together where dropped as consecutive columns.
  - For the Available Columns list, columns are arranged alphabetically.
To use the dialog box buttons to move columns from one list to the other:
1. Select one or more column names.
  - Use CTRL + click to select an multiple, non-consecutive column names.
  - Use SHIFT + click to select multiple, consecutive column names.
2. Do one of the following:
  - For a selection in the Available Columns list, click the button. Selections are added to the end of the Selected Columns list.
  - For a selection in the Selected Columns list, click the button. Columns are added to he Available Columns list in alphabetical order.
To the right of the Selected Columns title, check the total number of columns selected.
- If you select more than 75 columns, the figure displays in orange and an advisory message displays above the Restore defaults button. The message indicates that the number of columns selected affects search results performance.
- For a better experience using search results, limit the number of selected columns to 75 or less. While you can select more than 75 columns, doing so can result in slower performance when using search results.
To save your changes, click Done.

At least one column must be assigned to the Selected Columns list. If no columns are selected, the Done button is not available for use.

When moving one or more columns between lists, the columns remain selected in the destination list. The selection remains active until you click elsewhere in the same list or complete another action in the dialog box.