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Customize Listing pages

Using the Customize button, you can change the list of items shown based on your needs.

This button can be found anywhere where you see the items listed in the system such as projects, tasks, leads, accounts, opportunities, contacts, etc.

  • You can increase the number of items shown per page up to 50.
  • You can add or remove columns from your list by ticking/unticking the boxes.
  • You can drag and drop the column to change their sequence.

In order to sort a column in ascending or decending order, use the dropdown called Sort by.

You can save the column size changes and apply the changes made to all users’ accounts.

Color Settings

If Colorize option is enabled to your account, you will be able to apply colors to columns and words in your list.

If this option is not enabled, please contact your account manager or support team.

Click on the Colored Icon, and specify the rule whether you can to apply the color to a Raw, Cell or Text and then select the Color.

 

Created by Aziza Israilova, 
November 2018

 

 

See also