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      Updating Display Preferences

      Builder Prime comes set up with the most commonly used display preferences, but you still have the flexibility to make changes that work best for your business

      Navigate to Display Preferences

      You can reach the display settings from Admin > Configure > Display Preferences

      Client Table Display Fields

      Change which columns show up in the Client tables. Simply click the dropdown to choose from an existing list. You can also include custom fields in the Client tables. The Client tables are found in the Clients section of the main menu on the left of the page.

      The columns are limited to 9 columns. If you want to review client data with all available columns, this can be done by running the Lead Summary Report.

      Project Table Display Fields

      Change which columns are included in the Project tables. Click the dropdown to choose from the existing list so you can easily view the project data that's important to you. The Project tables are found in the Projects section of the main menu on the left of the page.

      Project tables allow for 8 columns. If you want to review project data with all available columns, this can be accomplished by running the Production Pipeline Report for current/ongoing projects and the Completed Projects Report for completed projects.

      Display Preferences

      Client Drop Downs - Change how client information is displayed throughout the app.

      • Name Only

      • Name Priority - Name First, Company Second

      • Company Priority - Company First, Name Second

      Main Menu View - Change the layout of the main menu on the left. The default view is to have Clients organized by Lead Status and Projects organized by Project Status.

      • Entity View (Default)

      • Department View

      Project Menu View - Change how project data is organized. The default organizes information by Project Status, but this can be changed to display data by Project Type.

      • Project Status (Default)

      • Project Type

      Main Menu View Changes

      If switching to "Department View" the left menu will show leads and projects categorized by the different categories assigned to each Lead/Project status. When you click into that category, the top of the tables will show different tabs for each specific status in the category.

      Project Menu View

      Changing the Project View to "Project Type" will organize projects by type instead of by the Project status.

      Sequence Numbers

      You're able to adjust the sequence numbers that are used on your projects, contracts, invoices, work orders, and purchase orders. This is especially helpful for those who have existing systems and want to make sure the sequences continue.

      IMPORTANT: You are unable to lower the sequence numbers. These can only be edited to higher numbers.