Being able to customize the list view in Dazos CRM is crucial for tailoring your workspace to match the specific needs of your team. By adjusting which columns are displayed, users can focus on the most relevant data for their workflows—improving usability, visibility, and overall productivity. This guide walks you through the steps to add, remove, or rearrange columns within any list view module.
1. Access the CRM Interface: Navigate to your designated Dazos CRM link using your preferred web browser.
2. Open the Desired Module: From the main dashboard or sidebar, click on the module (e.g., Contacts, Leads, Accounts) where you want to edit the list view columns.
3. Open Column Configuration: In the top-right corner of the module list view, click on the icon with three horizontal lines (or columns). This icon opens the column customization panel.
4. Edit Current Fields: Under the “Selected Fields” section, you'll see the fields currently displayed in the list.
To remove a field, click on the X located next to it.
To reorder fields, from the Available Fields section, click and drag them into your Selected Fields section.
5. Add New Fields: Below the selected fields, you'll find the “Available Fields” section. These are additional fields associated with the current module that can be added to the view.
6. Access the Picklist: Click the arrow icon to expand the dropdown menu of available fields.
7. Choose a Field to Add: From the expanded list, select the new field you want to include in the list view. It will be added to the selection panel above.
8. Apply Changes: Once you've finished modifying the list, click on “Update List” to save your configuration. The list view will refresh with the updated column structure.
