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.

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
Close the pop-up window to see your customised view