Save Smart List (Contacts) Columns
planned
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Paul Barthel
When I add columns to smartlists/columns, for example, opportunity and source, there is no way to save those columns. When you go back you have to add them again. There are certain columns I use all the time (other people too I'm sure). It would be great if there was a way to save them.
HIGHLVL-I-1615
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N
Nate King
I agree. My clients use the "address" field often and it is extremely inconvenient to have to go in and add it each time. Additionally, being able to reorder which columns appear first on the Contact feed would be extremely helpful. Some of those fields are more important to specific industries than others and giving the Client the ability to craft their own Contacts page per their needs is a very needed feature.
H
Hans Lange
Absolutely! I need to have the columns to export data related to the contact. And that will be many many times. Right no the only way to do that is to add the columns again and again....and again. If one defined button can trigger a variable selection of columns (and saved in the contact fields) then this would be a great step forward. Easily done with other CRM programs
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Houtan Hormozian
Can we also consider and option to just share Contacts and Not Conversation Options as well.
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David Strybosch
This is needed.
A
Alex Durand
need this
R
Robert Dicks
Come on GHL this is fundemental stuff!
A
Andrew Torpie
Need the ability to save views, resize columns, ASAP - embarrassing that you can't do this
A
Andrew Torpie
Need this ASAP
Puru Bansal
planned
R
Robert Dicks
Puru Bansal most people need this ASAP, it is a fundemental part of any CRM. When will this be complete?
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Hans Lange
Puru Bansal this is costing us customers. Please push this to the priority list. We have July already and it was planned in May.... Please push it
B
Brac Wardlaw
This can be done by creating a new Smart List, adding filters, and selecting your columns you want displayed. The only list it cannot be done to that I have found is the All, which should allow the ability to add columns and save them.
When you create a new Smart List and set the filters for something like Type is a Lead, you can then just add columns to the view and save as a new Smart List and it will show you a full list of all of your leads with all columns you checked in the view.
You still cannot reorder the columns.
All that said it would be helpful to be able to add columns to the All view.
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