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