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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Matt Conta
Yess!! Being able to select and add columns is great but immediately dissapear upon page refresh. Making them static would be clutch!
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Adam Campbell
It is possible to save the columns that are displayed in a Smart List BUT you cant edit the order of those columns. It would be great to be able to drag these columns to fit an order that makes sense for the account.
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Matt West
This is planned but is there any update please? In September 2024 this is a basic requirement. Thanks!
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Daniel Kapalin
Yes. We absolutely need to be able to save our customized columns view.
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Adam Geere
+1 from me. Need this in asap
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Mark Hoffman
Being able to save column views and to re-order them would be great.
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Jay Martin
Unable to search contacts via other standard fields - like {{ contact.address1 }} As of now you can only use the search bar for "Search by contact name, email, business name or tag. You can also search by the phone number (minimum 3 digits)." This should be expanded to any custom fields that are built within the system. Instead of just filtering we can actively search them as well. A lot of the times I am searching based on an address not the name or a phone number.
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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.
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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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