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This article applies to:

  • Product: safesend
  • Subject: Setup
  • Audiences: Staff

Custom column setup and usage

Create and manage one custom column for Delivered and Archived Returns reports, including setup, default values, per-return updates, and deletion.
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A System Admin can add 1 custom column to your Delivered and Archived Returns Report.
Common custom columns
  • Office Location
  • E-file Status
  • Payment Status
Using the custom column:
Setup
  1. Open
    Settings
    .
  2. Select
    General
    .
  3. Enter the
    Column Name
     for
    Customize Delivered Report
    .
    note
    This name appears in the custom column for the Delivered and Archived Reports.
  4. Select
    Add
    .
  5. Enter a
    Column Value
    .
  6. Select
    Add
     to save the column value.
Using the custom column
Open a report for Delivered or Archived Returns. It will contain the column that you have created and a change option.
  1. Mark the checkbox for the return you want to edit.
  2. Select
    Change [Custom Column Name]
    .
  3. Select an available
    Column Value
    .
  4. Select 1 of the following:
    • Remove Value
       clears the
      Custom Column
       field, leaving it blank.
    • Cancel
       closes the
      Set Column Value
       window; no changes are saved.
    • Save
       updates the value of the custom column.
Setting up a default custom column value
You can set up a default custom column value in your personal settings to apply to each return that is assigned to you automatically.
  1. Select your
    Profile
     menu to open it.
  2. Select
    My Settings
    .
  3. Select a
    Custom Column Value
    .
  4. Select
    Save
    .
Adjusting the custom column for a return
You can adjust the value of the custom column on a return-by-return basis if the user's default doesn’t fit. In the
Delivery Options
 section, select the correct value from the
Column Value
 dropdown before delivery.
Deleting the custom column
  1. Open
    Settings
    .
  2. Select
    General
    .
  3. Select
    Delete
     for the
    Column Name
    .
    note
    All values must show as
    Unused
     before you can delete the column.
  4. Select
    Delete
     to remove the column name.
    note
    This deletes all Delivered and Archive report values associated with that column name.

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