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The configure columns feature, available on various pages throughout CRM, allows you to customize the columns of information visible on the page. Columns can then be used to filter the page results. You can choose from standard fields as well as custom fields when selecting columns.
Configurations are specific to the user, so you can choose the information you want to view without affecting other users in the system. Configured column filter views views can be saved and are then available to other users.
The configure columns feature is available on the following pages in CRM:
- All Profiles
- Profile List
- Navigate to CRM.
- Click Profiles on the navigation bar, and then click All Profiles or Profile Lists.
- If navigating to the Profile Lists page, next click a specific profile list.
Configure Columns
Configure columns of information to view on the page.
- Click the Settings drop-down menu, and then click Configure Columns.
- Select the columns you want to display from the Select a Column to Add drop-down menu.
- Columns that have been selected will appear in the order they were selected.
- Click the up and down arrows to change the order of the columns.
- Click the trash can icon to remove a column.
- Columns that have been selected will appear in the order they were selected.
- Click Save.
- Click the Settings drop-down menu, and then click Save Column Filter to save the current configuration of columns.
- Enter a Filter Name, and then click Save.
Manage Column Filter Views
Choose from any saved column filter views to apply the configurations to the page.
- Click the Settings drop-down menu, and then click Load Column Filter.
- Select the filter name from the Filter Name drop-down menu, and then click Save.
Once the column filter view is loaded, changes can be made and saved as a new view using the instructions above in Configure Columns.
If filtering is applied using the available columns, all filtering can be efficiently removed.
- Click the Settings drop-down menu, and then click Clear Column Filter.