Use this article to choose which columns show in the contact table, add insight and action columns, and create your own editable text or date column that you fill in directly in the table. The contact table starts with a standard set of columns. As an example we will add Gender and DOB (date of birth) columns and then a Loyalty Number column.
How do I open the column chooser in the contact table?
To open the column chooser, click the ① + button at the right end of the contact table header.
A dialog asks which type of column you want. Choose ① Fixed Column to show or hide existing fields, or ② Editable Column to create a new custom field.
How do I show or hide columns in the contact table?
To show or hide columns in the contact table, use the Fixed columns dialog, which opens when you choose Fixed Column. The dialog has six tabs. ① Actions adds buttons to each row (Call, Text, App Access, Notes) and can group them into one column. ② Insights offers Pipeline, Recent Note and Rating summaries. Custom lists the editable columns you have created. ③ Personal and ④ Company hold the contact's own fields. ⑤ Selected shows everything currently on the table. Click ⑥ Done to apply your choices.
On the ① Personal tab tick the fields you want to show as columns, for example ② Secondary Phone or ③ Age. Fields you tick move to the Selected tab.
On the ① Selected tab you can see ② DOB and ③ Gender ticked, next to the standard columns. Untick any field on the Selected tab to hide that column. Click ④ Done.
The contact table now has ① GENDER and ② DOB columns showing ③ the gender and ④ the date of birth for each contact.
How do I create an editable column in the contact table?
To create an editable column, click the + button at the right end of the contact table header again and choose Editable Column. In the Editable column dialog, enter ① a Field name, pick ② a Field type of Text or Date, and click ③ Save.
The new ① Loyalty Number column appears in the contact table with ② an edit button in every row.
To fill in a value, click the edit button in the row, ① type the value into the cell and press Enter.
How do I check that the editable column value saved?
To check that the editable column value saved, reload the page: the value stays in ① the cell in the contact table, and it also appears under Custom Fields on the contact's profile.
Note: Editable columns belong to the contact type, so a column created on Clients shows for every client.