Customising the subscription view

On this manual page, you will learn how to customize the overview of your subscriptions according to your preferences using various views and numerous settings.

1. Compact view vs. list view

In the subscription overview, you can first decide in which view your subscriptions should be displayed - the compact view or the list view. When opening the Orders » Subscription menu, the compact view is displayed by default. Each time you log in, the view you last used will be opened.

But what is the difference between the two views? While the list view displays one subscription per line with the selected columns, the compact view shows the selected subscription details directly in the overview in a space-saving way.
Decide for yourself which view meets your needs and switch between them as desired.

Switching between the views with a click

At the top right in the subscription overview you can use the button Switch to list view () or Switch to compact view () to switch between the views at any time. In case you set any filters, these will automatically be transferred when switching views.

1.1. Customising the compact view

You can customize the compact view and determine which information about your subscriptions should be displayed in the editing mode. Additionally, you can choose the size of the various information fields and, if necessary, add colour highlighting to further visually differentiate the fields.

In the following chapters you will learn how to customise the compact view according to your needs.

1.1.1. Choosing the fields for the subscription overview

First, choose which fields should be displayed in your subscription overview. To do so, proceed as follows.

Choosing the fields for the subscription overview:

Go to Orders » Subscription.
Carry out the Search () to display subscriptions.
At the top right, click on Edit view () to edit the compact view in the editing mode.
At the top right of the main window, click on Edit ().
→ The editing mode opens.
In the settings on the right, select the fields to be displayed in the compact view by checking () the options in the Compact view section. You can find further information on the available fields in Table 1.
Tip: Move () the selected fields via drag-and-drop to the desired position until they are displayed in the desired order. Specify which information each field should contain.
If you are satisfied with the selected fields, click on Save view () at the top right.
Enter a name for the new view and click on Create view.
→ The new view is created.

Do you have admin rights?

Only admin users can create and edit views. If you are not an admin:

Turn to someone with admin rights.
Ask the person to create the necessary views for you and to assign them to your user account.

Table 1. Fields for the compact view
Setting	Explanation
Invoice address	Displays the invoice address. This is a default column.
Delivery address	Displays the delivery address. This is a default column.
Contact ID	Displays the ID of the contact. In order to display an ID, a contact data record needs to exist for this customer. If it is a guest order, Guest is displayed. By clicking on the contact ID, the contact data record opens. This is a default column.
Tags	Displays the tags that are assigned to the subscription. This is a default column.
Payment method	Displays the payment method selected for the subscription. This is a default column.
Status	Displays the status of the subscription. This is a default column.
Client	Displays the client that was used to create the subscription. This is a default column.
Interval	Displays the regularly recurrent times at which the items are sent to the customers. This is a default column.
Start date	Displays the start date of the subscription. This is a default column.
End date	Displays the end date of the subscription. This is a default column.
Cancellation date	Displays cancellation date of the subscription if it has been cancelled. This is a default column.
Next run	Displays the date of the next run. This is a default column.
Last run	Displays the date of the last run. This is a default column.
Contact	Displays the contact name. This is a default column.
Owner	Displays the owner of the subscription. This is a default column.
Subscription ID	Displays the ID of the order.

1.1.2. Configuring fields

For the fields you have chosen, you can make additional settings such as determining the field size, changing the title, or adding a colour highlighting. To do so, proceed as follows.

Configuring fields:

Go to Orders » Subscription.
Carry out the Search () to display subscriptions.
At the top right, click on Edit view () to edit the compact view in the editing mode.
At the top right of the main window, click on Edit ().
→ The editing mode opens.
Expand the fields () to configure them. Refer to the information given in Table 2.
If you are satisfied with the selected fields, click on Save view () at the top right.
→ The changes are saved.

Table 2. Settings for the fields in compact view
Setting	Explanation
Custom field name	Here you can enter another title for the respective field if desired.
Colour highlighting	Optionally select a colour highlighting that will be shown on the left side of the respective field. This can help to visually separate and highlight the fields. If you don’t select a colour, a grey highlight will be displayed on the field by default.
Field size (horizontal)	Select how wide the field should be displayed in the overview. Select between the options small, medium and large. *Note:* For the field Tags you can also select the vertical field size.
Only show icon	Select whether only the icon for the field (e.g. for the status) should be displayed. Note that this setting is only available for Status and Payment method fields.
Show in header	Choose whether the field should also be displayed in the header of the subscription. Note that this setting is only available for Status and Payment method fields.
Status colour as background	Choose whether the status colour should be used as background. Note that this setting is only available for the field Status.

1.1.3. Selecting functions and filter settings

In the editing mode you can also decide which functions and filters should be displayed in the subscription overview. To adjust the settings, proceed as follows.

Selecting functions and filters:

Go to Orders » Subscription.
Carry out the search () to display subscriptions.
At the top right, click on Edit view () to edit the compact view in the editing mode.
At the top right of the main window, click on Edit ().
→ The editing mode opens.
At the top right in the Settings section, carry out the settings for the view. Refer to the information given in Table 3.
If you are satisfied with the settings for the view, click on Save view () at the top right.
→ The changes are saved.

Table 3. Settings for functions and filters
Setting	Explanation
Default group functions	Choose which group functions should be shown by default for subscriptions. All remaining group functions will be available in the context menu () right next to it.
Default menu functions	Select which menu functions should be displayed for subscriptions by default. All remaining menu functions will be available in the context menu () right next to it.
Colour highlighting	Choose whether the header should have the colour of the status, a custom colour, or no colour at all.
Filter	Select in how many columns the selected filters should be displayed in the filter selection. Also select () which filters will be displayed in the subscription overview when performing a search.
Autocomplete	Select what should be automatically searched for in the quick search when an entry is made. Set a checkmark () for all desired options.

Sort subscriptions

In the compact view you can sort your orders by the Subscription ID and the Status. To do so, select one of the two options from the Sort by drop-down list and decide whether you want the subscriptions to be displayed in Descending () or in Ascending () order.

1.2. Customising the list view

You can customize the list view and specify in the editing mode which information about your subscriptions should be displayed.

In the following chapters you will learn how to customise the list view according to your needs.

1.2.1. Selecting functions and filter settings

In the editing mode you can also decide which functions and filters should be displayed in the subscription overview. To adjust the settings, proceed as follows.

Selecting functions and filters:

Go to Orders » Subscription.
Carry out the search () to display subscriptions.
At the top right, click on Edit view () to edit the list view in the editing mode.
At the top right of the main window, click on Edit ().
→ The editing mode opens.
At the top right in the Settings section, carry out the settings for the view. Refer to the information given in Table 3.
If you are satisfied with the settings for the view, click on Save view () at the top right.
→ The changes are saved.

Table 4. Settings for functions and filters
Setting	Explanation
Default group functions	Select which group functions should be shown by default for subscriptions. All remaining group functions will be available in the context menu () right next to it.
Default menu functions	Select which menu functions should be displayed for subscriptions by default. All remaining menu functions will be available in the context menu () right next to it.
Colour highlighting	Choose whether the header should have the colour of the status, a custom colour, or no colour at all.
Filter	Select in how many columns the selected filters should be displayed in the filter selection. Additionally, select () which filters should be displayed in the subscription overview when performing a search.
Autocomplete	Select what should be automatically searched for in the quick search when an entry is made. Set a checkmark () for all desired options.

1.2.2. Configuring columns in the overview

The table columns in the list view can be configured. When opening the Orders » Subscription menu for the first time, the default view of the table is shown. By clicking on Table settings (), you can select the columns that you want to be displayed and also define the order in which they are shown.

Configuring columns

When you have adapted the table once, these settings are saved. You can change the layout any time. A list of the available columns can be found in Table 5. There, you’ll also see which columns are default columns. Default columns are shown when tables are not customised. Proceed as follows to adjust the table.

Configuring columns:

Go to Orders » Subscription.
Carry out the Search () to display subscriptions.
In case your are in the compact view, click on Switch to list view () at the top right to switch to the list view.
At the top right, click on Table settings ().
→ The Table settings window will open.
Select () the columns you want to be displayed. Refer to the explanations given in Table 5.
Move () the columns via drag-and-drop to the desired position until they are displayed in the desired order.
Add or remove columns according to your needs.
Click on Confirm.
→ The settings are saved.

1.2.2.1. Configuring table columns in the subscription overview

The following columns are available for the subscription overview in the list view.

Table 5. Subscription overview list view
Setting	Explanation
Select	Allows you to select subscriptions so you can carry out actions for several subscriptions at once. This is a default column.
Subscription ID	Displays the ID of the order. This is a default column.
Contact	Displays the contact name. This is a default column.
Interval	Displays the regularly recurrent times at which the items are sent to the customers. This is a default column.
Payment method	Displays the payment method selected for the subscription. This is a default column.
Status	Displays the status of the subscription. This is a default column.
Start date	Displays the start date of the subscription. This is a default column.
End date	Displays the end date of the subscription. This is a default column.
Cancellation date	Displays cancellation date of the subscription if it has been cancelled. This is a default column.
Actions	Displays the available actions for the subscription. This is a default column.
Last run	Displays the date of the last run. This is a default column.
Next run	Displays the date of the next run.
Owner	Displays the owner of the subscription.
Contact ID	Displays the ID of the contact. In order to display an ID, a contact data record needs to exist for this customer. If it is a guest order, Guest is displayed. By clicking on the contact ID, the contact data record opens.
Invoice address	Displays the invoice address.
Delivery address	Displays the delivery address.
Client	Displays the client that was used to create the subscription.
Tags	Displays the tags that are assigned to the subscription.
Referrer	Displays the referrer of the order, e.g. Client (store) or Manual entry. The order referrer is the sales channel via which the order is generated.