This article will run through how to use the column chooser and how to pin columns within your account. The Column Chooser feature, accessible in the top right-hand corner of every page containing lists of information, empowers users to customise their view by selecting and ordering the columns of information according to their preferences.
1. Upon selecting the Column Chooser icon, you can customise your account display by choosing the specific items you wish to view. A blue tick will denote the selected columns for display, and users may omit any column from view by deselecting its name. Additionally, you can personalise the arrangement of these columns by dragging and dropping the column names according to their preferences. Click Save View following a change.
Note: The column chooser feature is designed to be accessible across all sections of your account, ensuring a tailored user experience. Any adjustments made will be applicable exclusively to the current section you are operating in, rather than affecting the entire CRM system.
2. To restore the default layout at any time, please click the three action dots located at the bottom left-hand side of the column chooser, selecting Reset.
3. By clicking on the Pin Columns icon, you can secure specific columns in position, ensuring their visibility as you scroll horizontally across the page.
4.You can adjust the column width by clicking on the grey line located before the column name and dragging it either to the left or right.
