Skip to main content

Add a column to the list view

In order to adjust the columns that are displayed within the list record for a module user will need to be logged into CRM as an Admin User.

  1. Log into CRM as a System Admin

  2. Click the User Icon in the top right corner of the screen.

  3. Click the Admin option from the menu.

  4. Under the Developer Tools click the Studio option.

  5. Click the module to edit the list view for

  6. Click Layouts

  7. Click ListView

  8. On the left, users will have a list called Default, these are the columns that are already visible on the list view

  9. On the right, there is a list of fields that users can have displayed as a column within the ListView

  10. Find the Field from the Hidden list

  11. Click and drag it into the Default list and then position within the list where the column is to be positioned

  12. To remove a column from the list then drag it from the Default list into the Hidden list so that it is no longer displayed.

You can do the same but for the list view when searching for a related record. Repeat the steps above but at Step 7 click on PopupView instead of ListView.

Did this answer your question?