Personalize your screen in Business Central to help you work more efficiently

Do you know that you can customize the Business Central page to fit your needs using the Personalise feature? The Personalise feature only changes what you see; it does not impact other users.

To customize a page in Business Central, simply click Personalise in Settings > Personalise.

To Hide Columns

Suppose you need to prepare data using the Excel Copy and Paste feature in General Journal page, and you would like to hide some of the columns on the General Journal page, you can use the Personalise feature to hide the unused columns.

1. On the page that needs to be customized, point out the Personalize feature.

2. The Personalize feature is active if you see the Personalization banner appear at the top of the page together with the page name you are customizing.

3. To remove a column, click on the red flag that appears at the top of the column.

4. You can hide the column by selecting the Hide button.

To Move column

Choose the column that you need to move, then Drag the field and Drop to the position that you want to.

To Add Column

1. Choose the +Field from the Personalising banner.

2. In the Add Field to Page, drag the field from the list and drop into the page.

Note: Each page includes a predefined set of fields that you can display. Use this procedure to add fields or columns that haven't been previously displayed, or to show fields that you've hidden.

To Save the Personalisation

Once you have done customising the screen, just select Done button, this will save the customisation to your user profile.

To Clear all the Personalization Changes

To clear all the personalise changes, select the Clear Personalisation action.

You can personalise any page that you want in Business Central, not limited to Journal pages, but to document page too such as Purchase Invoice, General Ledger Entries and Master Cards too.

Do take note that the changes that done using the Personalise feature is not permanent, once there is new update from Microsoft, the changes will be reset, you will need to apply the changes using the Personalise feature again.

Is there anything BC-related that I can help you with? Or even simply want to say Hi! Feel free to email me at "Hello365businesscentral" at Gmail; I will do my best to assist you.

Comments

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