In Spotler CRM, custom grids allow you to display only the columns that are relevant to you. If you have created a custom field, you can easily add it to the overview and determine its order.
Each area of your CRM includes summary grids or data tables, such as those for accounts, contacts, opportunities, and tasks. There is also a grid available within each company account page. Every CRM user can select which fields appear in their grids, including any custom fields they have set up.
In this article, you will learn more about:
Customizing CRM data grids
To customize a CRM data grid, follow these steps:
- Click the Columns button within the grid.
- Add a field by typing the name in the search bar.
- Delete a field by clicking on the red trash bin icon.
- Click Save to apply the changes.
The selected fields will now be shown in the summary grid. The table automatically adjusts to fit your screen size. If you have activated multiple fields, a plus icon may appear on the right-hand side of the grid. Clicking this icon will display the additional fields.
Adding custom fields to summary tables
If you have created a custom field, you can add it to a summary grid. For example, if you have a field called Attended Exhibition in the Contact form, you can include it in the Contacts summary grid by selecting it from the Columns menu.
Rearranging columns
You can rearrange the columns to suit your needs:
- Click on the Columns button.
- Hold de dots on the left side of the column name you want to rearrange.
- Drag and drop it to the desired position.
Note
The column order is saved per user, meaning each CRM user can personalize their view without affecting others.