Purpose of Guide -
To change columns located in your Pipeline view
1. Log in to Encompass.
2. Right-click any of the column white space and select "Customize Columns". You can also do this by clicking "Pipeline > Customize Columns" on the toolbar at the top of your Encompass app.
3. Check the boxes for the columns you would like to display in your Pipeline. You can also use the arrow buttons to change the order of the columns. You can also search for a specific column by typing in the white space and clicking "Find".
4. To save your new view as default, click "Pipeline > Save View" on the toolbar, located at the top of your Encompass app.
5. You can then name the view and choose to set that new view as default, if you wish. If not selected as default, the view can be selected in the Pipeline drop down.
If you have any questions, please contact IT Support via email at firstname.lastname@example.org, or via phone at 734-669-3033.