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How to Create Custom Client Columns

Learn how to customize the columns your clients see in their requests list.

Written by Regine Garcia

📌 Use Case


You want to control what information your clients see when they view their requests. Instead of showing the default columns, you’d like to display specific details that are relevant to your agency’s workflow, e.g., priority level, due date, or a custom status label.

What are client columns?

Client columns are custom columns that admins can create and manage on the request view. When enabled, you can choose exactly which columns your clients see in their requests list. When disabled, clients will use the default columns.

How to Set Up Client Columns

  1. In your portal dashboard, click Settings on the left sidebar, then select Modules and Extensions.
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  2. Under Modules and Extensions, find Requests, and click the gear icon to open its settings.
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  3. Scroll down through the settings until you find Client Custom Columns. Toggle it on to enable it.
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  4. Once enabled, click Configure Client Columns to set up which columns you want your clients to see in their requests list.
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  5. Click Save Changes to apply your settings. Your clients will now see the customized columns when viewing their requests.

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