The Columns panel controls which columns appear in your table, their order and how the table is sorted. Admins can also save a column layout as a column view and share it with the team. Columns are available on the Contacts, Accounts, Opportunities (table view only) and Task List pages. Click Columns in the toolbar above the table to open the Change Columns panel.
How to Add, Remove, or Reorder Columns
On the Contacts, Accounts, Opportunities, or Task List page, click Columns in the toolbar above the list.
To add a column, select a field from the Add Standard Field or Add Custom Field dropdown.
To remove a column, click the trash icon beside it under Reorder or remove columns.
To reorder columns, drag a column up or down by its handle.
Click Ok.
The page reloads with your changes. These are your own columns and only you see them.
What Does the Lists Column Show on the Contacts Page?
The Lists column on contact tables shows a badge for each contact list the contact is on. To add it, click Columns and select Lists (Contact) from the Add Standard Field dropdown.
Pinned lists come first and show a pin icon.
The first three lists show as badges. Click +N more to see the rest.
Click a badge to open that list's contacts. The breadcrumb on the list page takes you back to the Contacts view you came from.
None means the contact isn't on any list. Unavailable means the lists couldn't be loaded.
How to Sort Your Contacts, Accounts, Opportunities, or Tasks
You choose the sort order in the Change Columns panel. Clicking a column header does not sort the list.
On the Contacts, Accounts, Opportunities, or Task List page, click Columns in the toolbar above the list.
Near the bottom of the Change Columns panel, select the field to sort by from the Sort Column dropdown.
Select Ascending or Descending from the Sort Direction dropdown.
Click Ok.
The page reloads in the new order. Your sort is saved with your columns, so the list opens in the same order next time.
How to Save Different Columns for a Contact List or Saved View
On a contact list or a saved contact view, you can keep columns that apply only to that list or view. Your other contact tables keep their own columns.
Open the contact list, or open the saved view on the Contacts page.
Click Columns.
Add, remove, reorder or sort the columns.
Under Save these columns for, select This list only or This view only.
Click Ok.
Save these columns for options:
This list only or This view only - saves the columns for the open list or view. Its name shows in parentheses beside the option.
All my contact tables - saves the columns for all your contact tables. Lists and views that have their own columns keep them.
When a list or view already has its own columns, This list only or This view only is selected when you open the panel. To remove them, click Use my default columns for this list (or this view) under Save these columns for. The page reloads with your default columns.
Save these columns for only appears on contact lists and saved contact views, not on Accounts, Opportunities or Task List. It's hidden while a shared view is selected in the Column view dropdown, because following a view doesn't save columns of your own.
How to Change Row Spacing
On the Contacts, Accounts, Opportunities, or Task List page, click the row spacing button, the icon just to the right of Columns.
Select Comfortable or Compact.
Compact fits more rows on the screen. A checkmark shows the current setting.
Why Do Contacts Show as Cards on My Phone?
On a phone, or any screen narrower than 768 pixels, rows on the Contacts and Contact Lists pages stack into cards. Each value shows under its column name, and your columns and sort stay the same as on a wider screen.
How to Switch to a Shared Column View
Column views are layouts an Admin has saved and shared. Any user can switch to a view shared with them.
Click Columns in the toolbar above the list.
Select a view from the Column view dropdown at the top of the panel.
Click Ok.
The Column view dropdown includes:
My columns - your own personal columns
Default - the default view that applies to you, or the standard columns if no default has been set.
Each view shared with you, by name
If no views have been shared yet, you'll only see My columns and Default (standard columns).
When you follow a shared view or the default, your table updates automatically if an Admin changes that view. To go back to your own columns, select My columns and click Ok. Your earlier columns are restored.
What Happens If I Change the Columns on a Shared View?
If you're not an Admin, changing the columns, sort or order while following a shared view turns those changes into your own columns. The dropdown switches to My columns, and clicking Ok saves your personal copy. After that, changes the Admin makes to the shared view no longer reach you.
To follow the shared view again, select it from the Column view dropdown and click Ok.
How to Save and Share a Column View
Only Admins can create shared column views. The Share these columns section does not appear for other users.
Click Columns in the toolbar above the list.
Set up the columns and sort the way you want to share them.
Under Share these columns, enter a View name.
Under Who can use this view, choose who can use it.
To make the view the default for the people you share it with, check Make this the default for them.
Click Save view.
The page reloads, and your own list switches to the view you saved.
A view saves the columns, their order, the sort column and the sort direction. It does not save filters, rows per page, row spacing or the My/All tab. To share filters, see Filter View Sharing.
How to Choose Who Can Use a Column View
The Who can use this view setting is under Share these columns.
Everyone in the account - every user can select the view.
Specific teams & people - only the teams and users you choose can select it. Pick teams, individual people or both. Anyone named directly, or on a selected team, gets access. You must choose at least one.
Only me - only you can select it. Other Admins can still see, edit and delete views set to Only me.
If someone is removed from a team, they lose access to that team's views the next time the page loads.
How to Make a Column View the Default for Your Team
When Make this the default for them is checked, the view becomes the default for the people it's shared with, but only if they haven't set up their own columns.
Users who have already customized their columns keep them. They can switch to the default at any time from the Column view dropdown.
If more than one default applies to the same user, the most specific one wins. A view shared with them by name beats one shared with their team, which beats one shared with everyone. If two are equally specific, the most recently updated one wins.
Admins only get a team default if they're on that team.
How to Update or Delete a Shared Column View
Any Admin can edit or delete any shared view, not just the Admin who created it.
To update a view:
Click Columns in the toolbar above the list.
Select the view from the Column view dropdown.
Make your changes to the columns or sort.
Under Share these columns, choose to update the existing view or Save as a new view to create a copy. The update option shows the view's name, for example Update "Contacts with email".
Click Save view.
To delete a view:
Click Columns in the toolbar above the list.
Select the view from the Column view dropdown.
Click Delete view, then confirm.
Anyone following a deleted view goes back to their default columns.
If a custom field used in a view is deleted, that column is removed from every view automatically.
Why Don't I See the Share These Columns Section?
You're not an Admin. Only Admins can create and share column views. Everyone else can still select views shared with them.
You're on a page that doesn't support column views. Sharing is only available on Contacts, Accounts, Opportunities and Task List.
You're on Opportunities in board or card view. The Columns button only appears in table view.