This article will cover how to use the 'Manage Columns' feature, to easily personalise the contact information visible to you based on the specific data you want to see.
Tip: Adding the 'Mandates' column is a great way to see the Direct Debit mandate status for each of your contacts.
If you need to chase customers yet to set up a mandate, you can filter your list by their mandate status and then choose to send communications.
Steps:
- From 'Contacts' click on the 'Manage columns' button found at the top on the right-hand side
- Click on the
icon to select which columns you wish to display in your Contacts view - You can change the order by clicking on the three dots to drag and drop these into position
- Select 'confirm changes' to see your customised view
Note: Changes made to column options are saved against the user logged in, not the organisation. This means that any adjustments you make to the column data will only be visible to you. Additionally, these changes are stored in the cache, so the next time you log in, your columns will revert to the default view.
Video Guide