Customize lists

Add or remove columns displayed in a list

You can customize the lists on the dashboard, and on the case, document, and contact pages. You can add, remove or reorder columns in the list so that it always shows the data that is relevant to your personal workflow.

• Changes that you make to the columns in a list are only visible to you.

1. Click Adjust columns. In the Adjust columns dialog, perform the needed changes:
   • Re-arrange the display order of columns by dragging and dropping them to their new position.
   • Click Remove to remove the column from the list view.
   • Click Add column to add a new empty field where you can select the column that you want to display.
2. Click Save.