How do I customise my view in the Contacts section?


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.



  • 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
  • Close the pop-up window to see your customised view