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Import / Export - Display options

Written by Judi Zietsman


Navigate to: Settings > Configuration > Import / Export


Definition

The Display options settings control how information is displayed in the app.

  • Display data in 'title case': Controls how text imported from the host system is displayed. When enabled, each word is displayed with a capitalized first letter and the remaining letters in lowercase. When disabled, text is displayed exactly as provided by the host system.

  • Hide sales older than: Controls how many years of sales history are displayed in the app. Sales history older than the number of years specified is hidden from view.

Use case

These settings can be used to make information in the app easier to read and more relevant to users.

Display data in 'title case' is primarily a display preference. Because it applies to the entire app instance, it affects all users. Consider the overall preference of your users before changing this setting.

Hide sales older than can be useful when older sales history is no longer a true reflection of how the business is selling today. For example, the business may have changed significantly, improved operationally, or experienced unusual periods of demand.

⚠️ Note: Hiding older sales only affects what is displayed. It does not remove the underlying sales history.

The minimum setting is 3 years, as the forecast engine can use up to 3 years of sales history.


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