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Choose the table's columns

Column changes are for everyone

The Clients table has one layout for the whole account. When you add, remove, rename or move a column, everyone in your account sees the change.

Hover over a column heading to see its ⋮ menu.

Add a column

  1. Open the ⋮ menu on the column next to where you want the new one.
  2. Choose Add Column Left or Add Column Right.
  3. Pick a field. Use Search custom fields... to find it.
  4. Click Add Column.

The window titled Add Column Right of "Service Area", explaining that the new column will be inserted to the right of Service Area. Below a search box, a list of fields to choose from: Client ID, Contact First Names, Contact First and Last Names, Contact Emails, Property Type, Lead Source and Water Heater Age. Cancel and Add Column buttons sit at the bottom

As well as your custom fields, you can add Client ID, Date Registered, Origin, Responsible Manager, Status, and the contact columns Contact First Names, Contact First and Last Names, Contact Numbers and Contact Emails.

Rename a column

Double-click the heading, or choose Edit Column from its menu. Type the new name and press Enter. Esc or clicking away leaves the name as it was.

Move a column

Drag the heading by its grip to where you want it.

Remove a column

Choose Remove Column from the heading's menu and confirm with Remove. Only the column goes — the information stays on every client and you can add the column back at any time.

Custom field columns above your Custom Field View Level are hidden for you, even when they're in the layout.