Customizing FMS

In Fr8Labs FMS, almost every listing page (e.g., Quotations, Shipments) is designed to be flexible so each user can organise data in the way that best suits their work.

Video Walkthrough — Customising Your List View

Watch the walkthrough below to see how to show and hide columns, save a Custom View, and filter directly from column headers — all in under 60 seconds.

Customizing-FMS.mp4

Each of these features is covered in detail in the sections below.

Adjusting Column Width

  • You can resize any column by dragging its border left or right.

  • This is useful when some fields (like job number or customer name) need more space, while others (like status codes) can be narrower.

Adjusting Column Width on All Documents List

Adjusting Column Width on All Documents List


Reordering Columns

  • Columns can be rearranged by dragging and dropping them into a new sequence.

  • For example, you may want "Customer Name" at the start of the table, or "ETA" closer to the left for easier visibility.

Move & Reordering Column in Documents List

Move & Reordering Column in Documents List


Showing or Hiding Columns

  • Each table has a menu (three dots (…) on the column header) and select Choose Columns.

  • From there, you can choose which columns you want displayed.

  • This prevents the page from feeling cluttered with too much data.

Showing & Hiding Column in Documents List

Showing & Hiding Column in Documents List


Saving Custom Views

  • Click on New Custom View at the top of the table to create a new custom view.

  • After adjusting columns, click on Save Views at the top to save the layout for your custom view.

Create & Save New Custom View

Create & Save New Custom View


  • Custom views can be Duplicated, Renamed, or Deleted by clicking on the three dots (…) next to the custom view.

Three Dots Options Menu on Custom View

Three Dots Options Menu on Custom View


  • Views can be set up for different needs, for example:

    • Sales View: focuses on Quote Status, Customer, and Value.

    • Operations View: focuses on Job Number, ETD, ETA, Carrier.

    • Finance View: focuses on Invoice Number, Converted Status, Amount.

Filter Individual Column Values Directly from the Table Header

Individual Filters on Column

Individual Filters on Column


In addition to using the main filter panel, each list view (such as Shipment or Quotation) also provides column-level filters — allowing you to refine your data instantly, without opening additional menus.

These filters appear at the top of each column, directly below the column name. They function as mini search boxes or dropdowns for quick filtering of specific fields.

How It Works

  1. Hover over the column header (e.g., Customer, Shipment Type, Status, Date).

  2. You'll see a filter field appear below the column title.

  3. Enter or select a value:

    • Text Columns: Type part of the text (e.g., typing "Maersk" in the Customer column will instantly show all rows with that customer name).

    • Dropdown Columns: Select from available options (e.g., choosing "Draft" under the Status column will only show draft records).

    • Date Columns: Choose a specific date or range (e.g., all shipments created in October 2025).

  4. The system will automatically refresh the table and display only matching records — no need to click "Apply."

  5. You can use multiple column filters together to cross-filter results (e.g., Shipment Type = Ocean AND Status = Draft AND Customer = Maersk).

Benefits

  • Enables quick, inline filtering without navigating away from your page.

  • Ideal for temporary, ad-hoc searches when you don't want to modify your saved custom view.

  • Allows layered filtering — combining both the main filter panel and column-level filters for more precise results.

User-Level Preferences

  • These saved views are stored per user.

  • This means:

    • Each user can configure their own preferred table setup.

    • Your layout will not affect how other team members see their screens.

    • Saved custom view will remain even after switching tabs or logging out.

📌 Pin Custom Views to Sidebar (Private vs Public)

Once you've created a Custom View, you can pin it to your sidebar so it becomes a one-click shortcut.

This is useful when you frequently filter jobs the same way (e.g., FCL only, LCL only, Air only, or a specific customer/team workflow).

Step-by-step: Create a reusable filtered view (example: FCL jobs)

You can do this from All Jobs, Ocean Import, Ocean Export, or any list screen — the process is the same.

  1. Apply your filter

    • Example: Filter Shipping Mode = FCL

  2. (Optional but recommended) Adjust your columns

    • Drag and drop columns to reorder

    • Hide columns you don't need

    • Pin key columns to the left

  3. Remove the Creation Date filter (important)

    • Once you've applied a specific filter (like Shipping Mode = FCL), you can safely remove the default Creation Date filter.

    • This helps you search across longer time periods without manually changing the date every time.

✅ Why does Creation Date exist by default? To protect system performance. Loading full history for everyone by default can overload the server. Custom Views let you control this safely.

  1. Save the Custom View

    • Click New Custom View

    • Give it a clear name (e.g., FCL Jobs)

    • Save

Now every time you load that view, fr8Labs will apply the same filters and columns automatically.

Pin to Sidebar (so you and your team can access it instantly)

After saving your Custom View:

  1. Click Pin to Sidebar

  2. Choose one of the following:

✅ Private Pin (Only You)

  • Visible only to your own account

  • Useful for personal workflows

✅ Public Pin (Shared With Team)

  • Visible to everyone in your company

  • Best for standard operational views like:

    • FCL Jobs

    • LCL Jobs

    • Pending Clearance

    • Outstanding Invoices

    • Jobs Missing Documents

Once pinned, your team can access it directly from the sidebar without rebuilding filters

Watch the video guide below to see the full process in action.

https://www.loom.com/embed/a6e00674b6ab4d2789956fd7ca4c12a7

Best Practices (to avoid messy teams)

✅ Use Public Pins only for standard company workflows ✅ Keep naming consistent (FCL Jobs, LCL Jobs, Air Shipments, etc.) ✅ Avoid creating dozens of public views — keep it tight and operational ✅ If you need a niche filter, pin privately instead

Documentation owner: Fr8Labs Customer Success. Formatting reviewed: 21 September 2026; product behaviour not reverified in this formatting pass.