The Columns menu
Every large table in PromoPlan and EasyImport has a Columns button in its filter bar: the promotion planner, customers and stores, products, budgets, form requests, open orders and conversion history. Click it to tick columns on or off; the table updates immediately and your choice is remembered on your device.
Some useful columns ship turned off so the default table stays clean. For example, the customers table offers Price tier (which pricing group each store belongs to), Phone and Address; the products table offers Barcode, Size and Tier 1 RRP; the planner offers Promo type, Expected units and Units sold.
Saving a view
Set the table up the way you want it.
In the Columns menu, choose Save current columns as a view and name it ("Buying view", "Codes only").
Optionally tick Make this the default view.
Saved views appear in the menu for everyone on your team to switch between. Saving, updating and deleting views is administrator-only; switching between them is for everyone.
How the default works
One view per table can be the company default, marked with a Default badge. It applies automatically for anyone opening the table fresh.
A person's own last choice on their device wins over the default, so nobody's setup is overridden by someone else saving a view.
Use the star next to a view to make it the default or stop it being the default; use Reset to go back to the table's standard columns.
Keeping a view up to date
While a view is active, the Columns button shows its name. Change any columns and a small marker appears; choose Update "view name" to save the new set into the view, or save it as a new view and keep both.