How do I view contacts with my preferred column sets?

Updated on August 29, 2017 12:49AM by Admin

View Column Set is a feature that allows you to customize your contact fields as a section as per your requirement. You can easily access your preferred section quickly to save your custom views.  However, to save your custom columns your account should be either a premium or enterprise plans.

This is the common feature found in CRM apps such as Contacts, Customers, Cases, Leads and Opportunities.

Steps to Customize Column Set

  1. Log in and access Contacts App from your universal navigation menu bar.
  2. Click on “More icon and select “Settings located at the app header bar.
    image result for contacts
  3. Select "Customize App" drop down. Click on “List Layouts” from left navigation panel.
    List Layout
  4. You can add your own column set, click on “+” icon.
  5. Customize column set with your preferred fields.
  6. Choose fields from “Display” dropdown.
  7. For instance: We have created “Social Media” column set, added “Skype”, “Twitter”, “Facebook”, “Linkedin”, “Website” fields as shown in the image below:
  8. You can also hide the options by uncheck the field, if needed as shown in the image below:

View Contacts by Column Set

  1. After customization, go to Contacts App dashboard.
  2. Click on “Show All” from left navigation panel.
  3. Click on “Display” dropdown, and select “Social Media”.
    Social media
  4. You can view the result as shown in the image below:

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