Every organization works differently, and the information that matters most depends on your workflow, processes and needs. With Attribute Views, you can tailor which attributes your team sees when they open a parcel, recipient, user or site, and, for parcels, recipients and users, in the mobile app. You choose which attributes appear and the order they appear in, so the information your organization relies on most is easy to find and your team sees what it needs first. This works for both standard and custom attributes.
Customizing Attribute Views on the Web Platform
On the web platform, go to
Settingsand selectAttribute ViewsunderConfigurator.
Select what you want to arrange:
Parcel,Recipient,UserorSite. The attributes it currently shows are listed on the right side, in the order they appear.
To change the order, click and hold the six-dot handle beside an attribute and drag it to its new position. The attribute at the top appears first.
To remove an attribute, hover over it and click the X on the far right.
To add an attribute, click
Add Attributeand select the ones you want. A newly added attribute appears at the bottom of the list, so drag it up to where you want it.
When you are happy with the arrangement, click
Save Changesto apply it.
To check the result, open a parcel, recipient, user or site, depending on what you arranged. It now shows the attributes in your new order.
Attribute Views settings apply to all sites and all users on your account, so the changes you save, on the web platform or in the mobile app, are seen by everyone. If you want to go back to the original arrangement, click Restore Default.
Customizing Attribute Views on the Mobile App
Attribute Views also control what your team sees in the mobile app. For parcels, you can arrange the attributes on the details screen and in the parcel preview card. For recipients and users, you can arrange the attributes on their respective details screens. Sites, on the other hand, don’t have a mobile display, so their attributes are arranged on the web platform only.
To arrange the attributes for the mobile app:
In
Attribute Viewson the web platform, selectParcel,RecipientorUser.
Scroll down to the mobile app section for what you selected, such as
Mobile app. Parcel details screenfor a parcel. Parcels also haveMobile app. Parcel preview card.
Add, move and remove attributes the same way as on the web details page, then click
Save Changesto apply them.
To check the result, open a parcel, recipient or user in the mobile app, depending on what you arranged. For the parcel preview card, look at a parcel in the list.
Some displays, such as the parcel preview card, limit how many attributes they can show. If you’ve reached the limit, remove an attribute before adding another.
See It in Action: Customizing Attribute Views
Watch this short video to see how to customize Attribute Views on the web platform and the mobile app.
Want to learn more?
These related guides show how to create and manage attributes:
Need more help?
If you have any questions or run into issues arranging attributes, please reach out to our support team here for assistance!