Listview columns

Every user can customize columns in the Account, Contact, All IBOs, Quotes, Interactions and Service listviews.

To perform this customization, click the button on the right side of the view. ¬†You can drag and drop columns already in the listview¬†(1) or add new columns (2) by dragging them into the Active section if the dialog (1). You can also remove columns that you don’t need by dragging them from Active section(1) to Inactive (2).

Note: this action affects views experienced only by a single user who customized the listview(s).


Fig: Active (1) and Inactive(2) section of a listview.