Manage CRM columns from one Columns drawer

The CRM contacts table used to split its columns between two drawers. Now one Columns drawer holds them all: the built-in ones, such as Name and Phone number, and your own, the extra fields a contact can carry, such as a company, a plan or an appointment date.

How it works

1. In the CRM, click Columns in the toolbar. Every column has a handle, an eye and a menu.
2. Drag a column by its handle to put it where you want. You can also focus the handle and use the up and down arrow keys.
3. Click the eye to show or hide the column in the table.
4. Open the menu of one of your own columns to edit or delete it.
5. Click Add Column to create a new one: give it a Display Name, check its Field Name and pick a Data Type (Text, Number, Date or Boolean). It shows at the end of the table.

Good to know

• Built-in columns such as Name and Phone number can only be hidden, not edited or deleted.
• Reordering and hiding work for everyone. Adding, editing and deleting columns needs permission to edit the CRM.
• The order and the columns you show are saved in your browser, so each person can arrange the table their way.
• A column's Field Name can't be changed after you create it, because prompts, flows and import mappings use it to find the value.