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How to Customize a Columns

The Columns customization allows you to customize the order and visibility of columns. This helps you focus on specific data fields (e.g., ID, Country, Type) that are most relevant to you.

The Clients module is designed to grant access to all clients stored within the CRM, based on your access permissions. Depending on your role, you can view clients linked to specific desks or projects.

Use Cases

  • Focus on Relevant Data: Show only the fields you need (for example, ID, Email, Phone number) to streamline your workflow.
  • Improve Readability: Hiding unnecessary columns can make the table easier to read and navigate.
  • Custom Order: If your workflow depends on seeing certain fields first (e.g., Email before Phone number), drag them into the sequence that best suits you.
  1. 1. Access the Columns Panel

Locate the Columns button at the top (see the red arrow in the screenshot labeled “Columns” button).

Clicking this button opens the Customize columns panel on the right‐hand side of the screen.

  1. Show/Hide Columns Using Toggles

In the Customize columns panel, each field has a toggle switch (On/Off).

When the toggle is blue (On), that column will be displayed in the Clients table.

Switch the toggle Off for any columns you do not want to see.

  1. Reorder Columns

Some columns display a “dotted handle” icon to the left of their label.

You can often click and drag this handle to rearrange the order in which columns appear in the Clients table.

  1. Save Your Changes

After adjusting the toggles (and reordering if needed), remember that some columns are unable to move because of their fixed position in the table (these columns are marked accordingly). 

Once you’ve made your changes, click the Save button at the bottom of the panel. This ensures your customized layout is applied.

  1. Instant Table Update

Once you click Save, the Clients table immediately refreshes to reflect your chosen columns and their new order. Fixed columns remain in their designated places.

In summary, the Columns Action gives you full control over what information is displayed for each client entry and allows you to arrange it in the order that makes the most sense for your tasks. Simply open the Columns panel, toggle fields on or off, optionally reorder them, and click Save. The Clients page updates instantly to match your custom configuration.

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