Users can customize the look and feel of table views within the platform. Whether it is reordering columns, adjusting the column widths, pinning one or more columns, filtering, or hiding and showing data, users can make their view their own. Once adjustments have been made, HappyCo automatically stores them on the browser, allowing the user to navigate away then return to the same view the left off of. In addition, users can store their views in the Favorites section! 

 

Click here for an Interactive Walk-Through!

 

Heads up! 

This functionality is only available in the Projects tab of Happy Property Maintenance today. this will soon be expanding across the platform, including for Happy Asset, Happy Force and more!

 

New Adjustments

Pinning Columns

To pin one or more columns, click on the ellipses (three dots) in the column header and select "Pin Column Left":

 

Notice the Property column was previously pinned, and now both the Property and Unit-Building columns are pinned to the left, indicated by the grey divider line:

 

Users can pin as many columns as they would like and in their preferred order.

 

Ordering Columns 

Users can click and drag any column left or right to customize column ordering. Click the column header and a movement icon will appear, then drag left or right:
 

Release your mouse click and the column will remain where you left it:
 

 

Column Width

Users can adjust the width of any or all columns. In the column header, click on the right grey bar to drag a single column's width, or within the ellipses (three dots) select one of the Autosize options:
 

Autosize will automatically adjust the width to fit all content in that column. Autosizing all columns will make all adjustments for you in one click!

 

Saving Adjustments to Favorites

Can't decide which view you like best? Save them all! Users can now save all views to the favorites area with just a few clicks. To start, make all the adjustments you would like. Next, click the + icon:

Next, use the suggested name or create your own, then click Save (the URL will contain everything needed to save your custom view):

Now all of your favorite views can be saved in one place for quick navigation:

 

Moving Forward

Just a quick reminder that today this functionality only exists in the Projects tab of Happy Property Maintenance, but this will soon be expanding across the platform, including for Happy Asset, Happy Force and more!

 

 

 

 

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