How to Use the Table View for Contacts / Custom Objects

Purpose: The Table View feature is a powerful tool that helps you organize and manage your contact data with ease. By customizing the way information is displayed, you can focus on the details that matter most and improve productivity. Whether you need to sort, adjust, or rearrange columns, Table View provides the flexibility to tailor your data layout to your specific needs

TABLE OF CONTENTS

How to Access Table View
How to Use Table View

How to Access Table View

1. Navigate to Data > Contacts or Custom Objects tab

2. Locate the View menu at the top right corner

3. Click on the Table icon to apply a Table View

How to Use Table View

Explore the following actions and options available in Table View to optimize the way your data is displayed:

Note:  These options apply to both Contacts and Custom Objects

Expand/Collapse the Table

Customize how much data you want to display at once:

- click on icon to expand the table width

- click on icon to collapse the table width

Edit Columns

Modify the default columns to display the data you want to see:

- click on the Edit Columns icon to choose which columns you want to display

For detailed instructions on how to edit columns, please refer to this guide.

Sort Data by Columns

Organize your data effortlessly by sorting it based on specific columns:

- click on the Sort icon next to the column to sort it

Attention: You cannot sort certain columns (for example, Tags)

Adjust Column Width

Resize columns to ensure optimal visibility of information:

1. Hover over the column title to reveal the column dividers

2. Then, hover over a divider, and drag the cursor (arrow) that will appear left or right to adjust the column width