Purpose:  To explain how to add, edit and apply your very own table layout view on Contacts by creating Column Templates.

Step-By-Step Guide

Step 1 : Navigate to My Columns in the Contacts section

Navigate to the Contacts section, usually located in the Data top menu item, or click this link: https://fmo.kizen.com/clients/columns/mine 

A. Click on Edit Columns on the right.

Step 2 : Select a Column Template to install

In the Column Templates tab, choose which template you would like to install:  

A. Choose Column Templates tab on your right.

B. Click on ... next to the template that you wish to use.

Attention: This is only needed in the case where there are multiple templates and your template has not yet been applied.

Step 3 : Apply Template

In your table layout, select which template you want to install and apply it:  

A. Click Apply Template tab on your right.

Step 4 : Add Template

In the Column Templates tab, you can also create your own personalized template:  

A. Click Add Template

B. Choose which Roles and Team Members are allowed to View/Use the Column Template.

C. Choose which Roles and Team Members are allowed to Edit the Column Template.

D. Choose which Roles and Team Members are allowed to have Admin permissions on the Column Template.

Step 5 : Save the Template

Once you assigned permissions to your template, you may proceed to save it:  

A. Click Save

Step 6 : The Template gets created

After clicking Save, you will see your new template getting created. In order to start using it you will need to apply the template. Please see step 3 for more details...

A. Verify that your new template has been created.

Conclusion: In addition to the default template which has already been applied, it is possible to add, edit and apply your very own table layout view on the Contacts page. This powerful feature allows you to customize which relevant columns you wish to view and lets you set the order they appear in.

Table Layout for Contacts

Table Layout for Contacts - My Columns