Modifying Columns in the Account Manager

The information displayed in the Account Manager can be customized to suit your needs. You can add or remove columns based on the information you want to display. Choose from standard and custom fields. 

Choosing Columns to Display

Information in views is displayed in individual columns. The information in these columns comes from available fields, including custom fields. You can choose to display certain columns—or remove them from a view—as you see fit.

To select which columns to display in a view, do the following:

1. Click Sales > Accounts in the left toolbar. 
   
   

    

2. Click the    View drop-down menu. Select the desired view. 
   
   

    

3. Click    Manage Columns. Select or deselect the checkbox next to the desired field. Repeat as necessary.
   
   

    

4. Click outside the Manage Columns menu.
5. Click Save.
   
   

    

6. Enter a name for the view in the Name this view field.
7. Optionally, click the Make this my default view checkbox.
8. Click Save. 
   
   

    

Note: Information can only be sorted by one column at a time. To sort multiple columns of information at once, we recommend exporting a list of leads. 

Important: The Account columns are present in all views and cannot be removed.

You can select any number of visible, account, or custom fields. Be aware that you will need to scroll right to view columns that appear offscreen.

Regarding the Contact and Opportunities Columns

The Contact and Opportunities columns display information in a slightly different manner than other columns. These columns will display the most recently updated contact or opportunity will be listed in the column. Other associated contacts or opportunities will be attached as a number. 

You can click on any of the contacts or opportunities in the columns. You will be redirected to the contact or opportunity in a new browser tab.  

Rearranging Columns

You can rearrange how columns are displayed in views. This is done by dragging and dropping the columns in the order that you choose.

To rearrange columns, do the following:

1. Click Sales > Accounts in the left toolbar.
   
   

    

2. Click the    View drop-down menu.
   
   

    

3. Select the desired view.
4. Click the desired column.
5. Drag the column to the desired position. Repeat as necessary.
   
   

    

6. Click Save.
   
   

    

7. Enter a name for the view in the Name this view field.
8. Optionally, click the Make this my default view checkbox.
9. Click Save.
   
   

    

Questions?