Hatchbuck allows you to customize your contact, company and deal list views per user, so you can decide what data you need to see most!
To get started, select the column icon at the top right
You will see a show columns option, and an available columns option
Options that are checked under show columns will display from your main list view in the order they appear.
- Re-order the display of your columns by dragging the 3-line icon and dropping to the correct placement.
- Check additional columns from the available columns section to show them in the list view.
Select apply to save changes:
To sort information in list views, click into a header column to sort by ascending or descending order:
Now you can view your data in an organized way that makes sense for your work flow!