You can edit all list views in the CRM, for example, lists of Clients, Activities, etc. according to what is important.
It’s possible to:
- add and remove columns
- rearrange or
- adjust column width or
- sort by values in columns.
The browser then remembers the column layout and you don't have to edit anything again.
In addition, there are 3 magic buttons in each list view for:
- creating a New Record
- Data exports
- Bulk change - all columns that are coloured can be edited in bulk, it is possible to edit up to 200 records at a time.
Watch a video of what can be done with a list view: