You can display or hide certain columns in the table or modify the order of the columns in the table on the following tabs:

  • Contacts (appears in the Contacts window, when accessing Contact Manager)
  • Interactions (appears in the Contact window, when viewing a contact)
  • Scheduled Callback (appears in the Contact window, when viewing a contact)

To customize a table:

  1. Click the gear icon the Customize Columns icon.
    The Customize Contact Grid or Customize Columns window appears.
  2. If you want to display certain columns in the table, select the checkbox next to the names of those columns. 
  3. If you want to hide certain columns in the table, clear the checkbox next to the names of those columns. 
  4. If you want to modify the order of a column in the table, select the row displaying the column, and then, as required, click the up arrow icon up arrow icon or the down arrow icon down arrow icon.
  5. If you want to sort the records in the table on the Interactions or Scheduled Callback tab in ascending or descending order, in the Sort Order field, select the name of the column by which you want to sort the records, and then, as required, select or clear the Ascending checkbox.
  6. Click Ok.
    The table is customized.