How to Customize Your View of Leads, Orders, & Payments
- Jordan Miller
- Blake Kelley
Column Visibility
Column visibility can be managed based on the columns that matter most to you.
Hide Column
Hiding a column can be done quickly using the column menu. The column menu can be accessed by hovering over the column name and clicking on the 3 vertical dots:
In the column menu, select Hide column
Manage Column Visibility
Column visibility can be managed for all of the available columns using the column management dialog. To get open the column management dialog, open the column menu by hovering over the column name and clicking on the 3 vertical dots:
In the column menu, select Manage Columns
The column management dialog should open with the full list of available columns. The columns can be shown or hidden by checking or unchecking them in the list. You can search for columns using search box at the top.
Resize Columns
Columns can be resized in order to see the full content of the cells. To resize a column, hover over the column header and highlight the vertical bar between two columns:
Drag the mouse left or right to make the column smaller or larger
Reorder Columns
Column order can be changed to the order that you prefer. Simply click on a column header and drag is left or right to place it where you want it:
Pin Columns
Columns can be pinned to the left or right side of the screen. This will keep the column on that side even while scrolling. You can pin a column using the column menu. The column menu can be accessed by hovering over the column name and clicking on the 3 vertical dots:
In the column menu, select Pin to Left or Pin to Right
To unpin a column, open the column menu again and select Unpin
Column Pinning Example
