Contents / System life hacks

Setting columns in profiles

You can flexibly adjust the list of columns displayed in any profile:

Click "Columns list settings" (for page "Objects"):

or "Columns" (for pages "Deals" and "Activities")

The list of current columns will be displayed:

You can add new fields to form additional columns.

Please note: when editing columns for objects, you can also add fields from the profiles of contacts related to these objects:

Columns settings are saved for each user individually and are effective on any device under the user's login. Columns settings for new users are automatically copied from the CRM administrator's settings.

When adjusting columns on pages "Deals" and "Activities", you are required to select the type of deal/activity.

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system