The configure columns feature is a helpful tool for reporting or tracking specific information about profiles in CRM. Configure columns can utilize custom fields that are associated with profiles.
- Navigate to CRM.
- Click Profiles on the navigation bar, and then click All Profiles.
- 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.
- 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 list of profiles that have information pertaining to the configured columns.
- Enter a Filter Name, and then click Save.
Profile Actions provides guidance on ways to interact with profiles in the column filter.