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Reordering fields in Data Capture

You can reorder fields to suit your business' preferences

Written by Raymond Carrel
Updated over a week ago

It's possible to change the order in which most fields appear in Data Capture. This applies to both standard and custom fields.

Administrators can do this from the Settings area via the Manage Categories link.

Click on a category name to edit that category's settings.

To edit the field order for fields, open the DC Sort order tab.

Here you will see two tables - one for Service Fields and one for Product Fields. These contain the active core and custom fields for each. Drag and drop fields as required. Fields at the top of the list will appear nearer the left-hand side of quotation and sales order Data Capture.

Please note that some core fields may have a fixed position, or may appear automatically next to related fields.

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