Big Little Things: Manage Columns

Big Little Things: Manage Columns

Welcome back to the blog series Big Little Things, where we highlight some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM that pack a big punch. This post highlights how to manage columns in each list within a Module of your Vtiger CRM account.

What is a Column?

If you are not familiar with the naming conventions used within Vtiger yet, you may be lost already with terms like list and module about how they function within the CRM. Let’s start with basic definitions.

Module: Modules refer to an entity such as Contacts, Leads, Opportunities, etc. They are a collection of records.

Field: The elements that store and display the module record data. For example, the first name field in a contact record.

List View: This view gives a list of all the records in a module, which is also the default view for most modules.

List: A list is a pre-defined collection of records within a Module, such as contacts assigned to a specific user.

For additional definitions of standard CRM terms, please refer to our Glossary.

So, what is a column?

A column is a field that is selected for display in the list view of a module. When a column is added, that field information will be displayed for each record shown on the page. Columns can be selected for each list in a module as well.

Column location in a Module

In my previous blog, Big Little Things: Creating a Custom List, I discussed how you can select columns for a new list you are creating. Managing columns will allow you to modify the columns already selected within a list.

Why Modify Columns?

There are two primary reasons why columns need to be modified for lists in your modules.

The first is to simplify your data management. By selecting the columns being displayed and the order they are displayed, you can make sure the data you need to see first is visible for each record. Additionally, you can have important information displayed such as Lifecycle Stage, Primary Email, and even custom fields.

The second reason is to allow for quick searches to be performed based on the field information of each column.

For example, say you wanted to search for all of the Contacts listed as Leads in the Lifecycle Stage field. If that field is added as a column, you can search for that information within the module’s List View.

Searching by Column

How to Manage your Columns

The feature Manage Columns is unique to each list in a module. For the example below, the focus will be on the ‘All Contacts’ list in the Contacts module.

When first pulling up the list in the module, you will see an icon at the left of the list of records.

Manage Columns Feature Location

This is the Manage Columns feature. Clicking on this icon will bring up a screen with all of your current columns in that List.

Manage Columns Feature

By clicking and holding on the left-hand side of each field listed, you are able to drag and drop each field to the order you would prefer they appear in the List View.

You are able to remove columns that have been added by clicking on the ‘x’ that is on the right side of each column added.

Finally, you can add any field as a column by searching for the field name in the search bar and selecting the field. This will add the field as a column to the bottom of the columns already added.

Once you have modified your columns as needed, clicking the ‘Update List’ button will save your changes.

Having your most important information in an easy-to-view and navigate location is an important step in data management for the CRM. Managing your columns can save time for all of your CRM users as you can do so for all modules in the CRM.

Take Vtiger for a Test Drive Today

Click here to sign up for a 15-day free trial or try our forever free Pilot edition.

Tags: , , , , , ,

Leave a Reply

avatar
  Subscribe  
Notify of
Banner (2)

Top 15 Common Mistakes to Avoid in the Workplace

Mistakes happen everywhere and to everyone, even in the workplace. No matter your experience, you will inevitably make a mistake or two. . Even though ...
Collaboration

How a CRM Helps You in Internal and External Collaboration

Hello Folks! Welcome back to the cut-down costs with CRM blog series where we will be discussing multiple dimensions of cost reduction with the help of ...
Centralized Customer Information Banner

How centralized data in a CRM can benefit your business

Hello Folks! Welcome to the cost reduction using CRM blog series where we will be discussing multiple dimensions of cost reduction with the help of a ...
Vtiger Internal Chat 2

Leverage Vtiger Internal Chat for Quick Team Collaboration

Internal collaboration is indispensable to remain connected with your co-workers and boost productivity. A report by Businesswire states that 71% of employees feel more productive ...
Actions - Feature image

Use Actions in Vtiger to speed up your tasks

I love deadlines. I like the whooshing sound they make as they fly by -Douglas Adams Deadlines in a business environment are important. Deadlines ...
Banner (1)

Taking a Break From Work

What do you think people do on weekends or during their break from work? Well, most people spend their time combining family activities with their ...
Banner

Use the Pomodoro Technique to Increase Efficiency & Productivity

Have you had one of those days where you feel you will never get all your tasks done? Are you attending too many meetings at ...
MS Teams blog feature image

Microsoft Teams -Vtiger CRM Integration for Superior Team Collaboration

Microsoft Teams or MS Teams is a collaborative tool to conduct team meetings or discussions from remote locations. It empowers teams to collaborate seamlessly creating ...
Sales readiness

Create Sales Experts Through a Sales Readiness Program

The tide of business is always changing and business information keeps changing alongside as well. From product-related information to selling methodologies, there is a lot ...
Big little things

Big Little Things – The Follow Feature

Welcome back to another chapter in the blog series Big Little Things, where we highlight some of the lesser-known and sometimes overlooked features and enhancements ...
loading
Copyright 2022 Vtiger | Privacy | Policy & Legal Center