Customize index page columns

Scope and example

This workflow applies to CRM records. The screenshots use Contacts as the example; the available fields, tabs, and actions may vary by object.

Select the cog at the far right of the table headers to open Configure columns: search for an available field, enable or disable it, and drag selected columns to reorder them. Reset to default restores the starting layout.

The fields available in the list are the open object’s properties, so what’s on offer changes from Contacts to Companies or Deals. What you leave visible here does not change what an export downloads: the file always carries every field on the object — see Export your records.

Pin a column and filter by it

Hovering a table column header reveals two icons: a pin to the left of the name and a funnel to the right, next to the sort arrows. Select the pin to fix that column at the start of the table; select the funnel to open a quick filter for that column (operator and value) without going through the Filters panel.

To choose which columns show up in the first place, use Configure columns, as explained at the top of this page.