How to Edit Default Columns in the Table View

Purpose: This guide provides step-by-step instructions for customizing the columns displayed in your Contacts and Custom Objects section. By adjusting the visible data and its arrangement, you can optimize your table layout to better align with your specific requirements and streamline data management

1. Navigate to the Contacts or Custom Objects section, located in the Data tab

Hint: To edit default columns for a custom object, go to the specific object and switch to Table View

2. Click on the Edit Columns icon

3. In the My Columns tab, select the desired columns from the Available Columns list

3.1 Use the Search option to quickly locate the column you need

3.2 Hover over the icon, then drag and drop it into the Active Table Columns section in your preferred order

3.3 To rearrange default columns, drag and drop them within the Active Table Columns section

Attention:  You may also remove columns from your view by dragging them to the left and dropping them back into the Available Columns section

4. If you have access to edit custom fields, you can click the Customize Fields button to open the Custom Fields edit page. For detailed instructions, refer to our guide (if applicable)

5. Preview the updated column order to ensure it meets your needs

6. Click Save to apply the settings to your contacts table layout or choose Save New Template to create a new table view template