CRM Administrators can now fully customize the columns displayed in the Related Contacts subtable through the Module Tables configuration. Previously, the State field in the Related Contacts table was static — it could not be hidden, repositioned, or configured with a default value without developer intervention.
This release makes the State field fully dynamic. Administrators can now control four aspects of how it appears across all Related Contacts tables in the system:
Column Visibility — show or hide the State column entirely
Key Field View — promote the State field to appear as a key field in the compact Related Contacts panel on record detail pages
Default Value — pre-populate the State field with a specific value whenever a new contact is added, reducing manual data entry
Column Position — drag and reorder the State column to any position in the table layout
Configuration changes apply globally — once saved, the updated layout is consistently displayed across all Related Contacts tables on every Lead, Account, and Opportunity record in the CRM.
Before You Begin
You must be signed in as a CRM Administrator
You must have access to Module Management in CRM Settings
The Related Contacts table must already exist in your CRM instance
At least one visible column must remain enabled at all times — you cannot hide all columns
Only Administrators can modify Module Table configurations. Changes apply system-wide across all Related Contacts tables — not just for your account.
Steps
Step 1 — Navigate to Module Tables
Go to Settings → Module Management → Module Tables
The Manage Table Fields page opens, showing a Select Form dropdown
📷 Screenshot placeholder: Module Tables page with the Select Form dropdown visible and a list of available table options.
Step 2 — Select the Related Contacts Table
Click the Select Form dropdown
Scroll through the list and select Related Contacts
The configuration panel loads, displaying all field sections for the Related Contacts table — including Secondary Email, City, State, and others
Step 3 — Locate the State Field Configuration
Scroll down through the field sections until you find the State section
Click to expand it — the State field configuration panel opens, showing the following settings:
Setting | Description |
Column Label | The display name of the column as it appears in the table header |
Column Type | The field data type — for State, this is Picklist |
Picklist Value | The full list of available state values (all US states and territories) |
Mandatory Field | Toggle to make the State field required when adding a contact |
Default Value | Dropdown to select a pre-filled value that auto-populates when adding a new contact |
Key Field View | Toggle to show the State field as a key field in the compact Related Contacts panel |
Column Visibility | Toggle to show or hide the State column in the Related Contacts table |
Column Description | Optional internal description for the field |
Step 4 — Configure Column Visibility
Column Visibility controls whether the State column appears at all in the Related Contacts table. When disabled, the column is completely hidden from all users across all record types.
In the State field configuration panel, locate the Column Visibility toggle
Toggle ON to make the State column visible in the table, or OFF to hide it
Click Save to apply the change
Step 5 — Configure Key Field View
Key Field View controls whether the State field appears as a key field in the compact Related Contacts panel shown on record detail pages. Key fields are the summary fields displayed in the panel without needing to expand the full table — enabling this makes the State value immediately visible at a glance.
In the State field configuration panel, locate the Key Field View toggle
Toggle ON to promote State to a key field, or OFF to remove it from the key field display
Click Save to apply the change
To verify the change: Open any record that has Related Contacts and check the Related Contacts panel in the detail view. When Key Field View is enabled, the State value will appear alongside other key fields (such as Name and City) in the compact panel row.
Step 6 — Configure a Default Value
The Default Value setting pre-populates the State field automatically whenever a new contact is added through the Add Contacts popup. This reduces manual data entry for organizations where most contacts share a common state — for example, a treatment center that primarily serves patients from a single state.
In the State field configuration panel, locate the Default Value dropdown
Click the dropdown and select the state value you want to use as the default (e.g. Alaska, California, Texas)
Ensure Column Visibility is toggled ON — the default value only applies when the column is visible
Click Save to apply the change
To verify the change: Navigate to any Account or Lead record with a Related Contacts table and click Add Contacts. In the Add Contacts popup, confirm that the State field is already pre-populated with the configured default value. Users can still change it manually if needed.
Step 7 — Reorder the State Column
The State column can be dragged to any position in the Related Contacts table to match your organization's preferred column order. Reducing horizontal scrolling by placing frequently used columns closer to the left improves usability across all record types.
In the Module Tables configuration for Related Contacts, locate the field sections listed in the panel
Click and drag the State section to the desired position in the column order
Release to drop it in the new position
Click Save to persist the updated column order
To verify the change: Open the Related Contacts table on any record and confirm the State column appears in the position you configured. The updated order applies consistently across all Related Contacts tables system-wide.
Column order changes persist across all records and sessions. The reordered layout is the new default for all users — no individual adjustment is needed per record.
Verification / Expected Result
After completing configuration, confirm the following outcomes:
The State column appears or is hidden in the Related Contacts table based on the Column Visibility setting
The State field appears as a key field in the compact Related Contacts panel when Key Field View is enabled
The Add Contacts popup pre-fills the State field with the configured default value when one is set
The State column position reflects the reordered placement and persists consistently across all Lead, Account, and Opportunity records
Horizontal scrolling in the Related Contacts table is reduced when columns are reordered to prioritize frequently used fields
Tips & Notes
Changes apply system-wide. All Module Tables configuration changes affect every Related Contacts table across the entire CRM — on every Lead, Account, and Opportunity record. There is no per-record or per-user override.
At least one column must remain visible. The system requires at least one visible column to be enabled at all times. Attempting to hide all columns will not be permitted.
Default values do not backfill existing records. Setting a default value for the State field only applies to new contacts added after the configuration is saved. Existing Related Contact records are not updated.
Key Field View works independently of Column Visibility. You can enable Key Field View for the State field without enabling Column Visibility in the full table — or vice versa. Configure each toggle based on where you want the field to appear.
Troubleshooting / Common Errors
Issue | Likely Cause | Fix |
Related Contacts table is not available in the Select Form dropdown | The Related Contacts table has not been created on this instance | Contact your CRM developer to verify the Related Contacts module table exists |
State field configuration section is not visible after selecting Related Contacts | The page may not have fully loaded | Scroll to the bottom of the configuration panel; if still missing, perform a hard refresh (Ctrl+F5) and reselect the table |
Column Visibility change is not reflected on records after saving | Browser cache may be serving an older version of the page | Perform a hard refresh (Ctrl+F5) on the record page after saving the configuration |
Default value is not appearing in the Add Contacts popup | Column Visibility for the State field may be toggled OFF | Ensure Column Visibility is enabled — the default value only applies when the column is visible |
Column order did not persist after saving | The drag-and-drop may not have registered before saving | Re-drag the State column to the correct position and click Save again before navigating away |
Configuration option is greyed out or not accessible | Insufficient role permissions | Confirm you are signed in as a CRM Administrator with full Module Management access |