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- Column Configuration & Filtering
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Lease Administration
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
Equipment Lease Configuration
How do I configure the columns across my equipment leases?
Steps to configure your equipment leases:
Step 1: Navigate to your “equipment leases” tab on the left hand side.
Step 2: Click on “configurations” on the right side of the page.
Step 3: Now, drag & drop the data points that you want featured in your table header columns. You can also “hide” any data fields that your team doesn’t review often by unchecking them as shown below. We frequently see users wanting quick eyes on “equipment type,” “equipment quantity,” and “lessor.”
Step 4: Finally, press “submit,” and your equipment table view is configured to your liking. These configurations are sticky, meaning if you log out, once you return to the equipment leases page, the table will be configured how you left it.
Note - How you configure your equipment lease view in Occupier feeds your spreadsheet exports. Learn more about data exports here.