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Customizing Company List View
Customizing Company List View

See the information most important to you at a glance.

Support Team avatar
Written by Support Team
Updated over a week ago

If you would like to quickly view the information you need most, you can easily customize your company list view.

  • From the Company List View select the Edit Column icon

  • You can check (or uncheck) the columns you want to display from the main view. To sort the order they are shown, simply drag and drop by using the three line icon on the right.

  • Show Columns are the columns that will appear from your main company list view.

  • Available Columns contain all of the data that you have for your company records

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  • Your column headers display in bold with your data underneath

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