Video Step-by-Step
Written Step-by-Step
Absolutely. The simplest way to reorder the columns is to use the drag-and-drop technique. Grabbing the right edge of the header allows you to adjust the width of a column to your desire. LoanBeam will remember your setup each time you exit, so reopening LoanBeam will present the same layout.
To remove a column from your view:
- On the right side of the Dashboard, click Column Setup. From the list of fields shown, you may add or remove columns to customize your view.
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