Video tutorial
3 min 39 s
* You must be an administrator of your CentrixOne account. *
- Click on the “Contacts” on “Accounts” module
- In the list of contacts or accounts, click on the three small dots in the right corner of the table
(The changes made in the multi-column apply to all users.)
To add information:
- Click on the button “+ Add a line”
- Click on the section where the relevant field is located
- Click on your field to add it
Tip: use a custom URL-type field to display a link to a document, website, image or other.
(Note that the title of a column is actually the first information you want to appear in that column. To change this information, just click on the column title.)
To delete information:
- Double-click on the “X” in front of the relevant field
To change the information display order:
- Place your cursor on the three horizontal lines in front of the relevant field and click and drag it to move it