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- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Show and Hide Columns
The grids by default show a subset of the available columns. You can choose which columns are shown using the field chooser.
You can access the field chooser in two ways:
Or
Click on the settings icon, and select ‘column chooser’ from there.
The field chooser looks like this:
You can select items on either side of the list to show or hide them (left is hidden columns and right is visible columns) and move them to the other side using the arrow buttons in the centre. Make sure to click Apply to save your changes.
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