Show and Hide Columns

You can customise what you see on any screen in List View by adding and removing columns.

1. From the column menu

• Hover over the name of any column until a gear icon appears, then click the icon.

• This brings up a menu where you’ll want to select Column Chooser.

2. From the column sidebar

• Click on the grey sidebar next to either the first or last column name > then click on Column Chooser.

 

• A box will appear to give you the option to add and remove fields as columns in your view.

Pro Tip: Rather than using the central buttons, you can also double-click on a column name to quickly add or remove it from either side.

In some cases, there are fields available to select as a column that reference another module in CRM i.e. the field is a lookup field. An example of a lookup field would be something like the Account Manager field on a Company record.

I can click on these fields (which display with an arrow next to them) to expand them and show fields from that module that I can also add as a column i.e. I can add the value of the field itself, or any of the values of the fields in the module as columns.

• Once you are done, click on Apply to save your changes.

Quickly hide a column

• Hover over the name of any column until a gear icon appears > click the gear icon > select Hide.

 

You can also:

• Sort records.
• Change the display order of columns.
• Filter records or create Advanced Filters.
• Set up Layouts.