Overview

The Custom Columns feature allows you to personalize your data views by adding custom fields to your contact lists and other data tables. This enables you to track and display additional information that is specific to your business needs.

Column Management

• Create Custom Fields: Add new columns to store additional information about contacts
• Column Types: Support for various data types including text, numbers, dates, and dropdowns
• Field Validation: Set validation rules to ensure data quality and consistency
• Column Visibility: Control which columns are displayed in different views
• Sorting and Filtering: Sort and filter data based on custom column values

Implementation Benefits

• Business-Specific Data: Capture information that is unique to your business processes
• Enhanced Organization: Better categorize and segment your customer base
• Workflow Integration: Use custom columns to drive automation and workflows
• Reporting Flexibility: Generate reports based on your custom data fields
• Team Efficiency: Streamline data entry and access for your team members