How to edit the columns in the contact overview page

The contacts overview shows a set of columns you choose yourself, and any contact attribute can be one of them. If you have more than one view of your contacts, each view has its own columns, and Edit columns changes those of the tab that's open.

1. Go to CRM → Contacts and open the tab you want to change.
2. Click Edit columns, above the table on the right.
3. The panel has two lists: Hidden columns on the left and Visible columns on the right.
   • To show a column, click the plus next to it under Hidden columns, or drag it into Visible columns at the place you want it.
   • To hide a column, click the cross next to it under Visible columns, or drag it back to Hidden columns.
   • To change the order, drag a visible column up or down by the handle next to it.
4. Each list has a search field, so you can find a column by name.

Every change is saved straight away, for everyone in your account. The overview keeps these columns the next time it's opened.

Sort the table by a column

Click a column header to sort the table by that column, and click it again to turn the order around. Use this to see, for example, who has the most points: show Points balance and sort it from high to low.

That sorting is for the moment. To have a tab always open sorted a certain way, give its view a default sort. See Saving views of your contacts, like your top savers or one tier.

The attribute you want isn't there

If the attribute you want isn't in either list, it doesn't exist yet. Manage attributes, at the top right of the page, takes you to the Attributes page in your account settings, where you create it. You can also get there by clicking the gear icon at the top right of the dashboard to open Settings, then clicking Attributes under Management. Once it's there it shows up in this panel.