In the settings => display there are a number of options that control which data is presented in the order table.

So when the selection for ‘trading name’ is made for example the order table displays that data instead of the field team members name. (1st image)

However, this is the only art of the system where these changes appear and they need to be made system wide. So, it needs to go into the ‘quotes’ table, ‘payments’ table. It also needs to go into the schedule in the rollover pop-up.











Written By

Adrian Portsmouth