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Display Settings
Display settings let you customize what you see in each view—which columns appear, how things are grouped, and the sort order.

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Changing Display Settings

  1. Open any view
  2. Click the Display button
  3. Make your changes
  4. Settings save automatically

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What You Can Customize

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Columns

Show or hide columns to focus on what matters for that view. For example:
  • A “Financial Review” view might show price columns
  • A “Daily Checkin” view might focus on status and last activity
  • A “Pipeline” view might show expected close dates

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Grouping

Group your records to see them organized by category:
  • By Status - See leads at each stage of your pipeline
  • By Priority - High priority items together
  • By Assigned To - Who’s working on what
Or choose no grouping for a simple flat list.

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Sorting

Control the order records appear:
  • By Priority - Most important at top
  • By Date - Newest or oldest first
  • By Name - Alphabetical order
  • By Last Activity - Recently updated first

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Your Settings vs Team Defaults

Your display preferences are personal—changing them won’t affect your teammates. Everyone can set up each view the way they like. For Admins: You can set default display settings for your team:
  1. Set up the display how you want it
  2. Click Set as default for everyone
  3. New team members will start with these settings
Anyone can still customize their own view, but this gives everyone a good starting point.

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Tips

Less is More

Hide columns you don’t need. A cleaner table is easier to scan.

Group by Status

Grouping by status turns any view into a quick pipeline overview.

Different Views, Different Settings

Each view can have its own display settings. Customize each one for its purpose.

Sort by What Matters

Put the most important items at the top by sorting by priority or date.