Customizing Columns and Fields in the Company Module

Customizing Columns and Fields in the Company Module

Customizing your Columns 

Twozo offers you customize the company list view to easily access the information you need.  Add, or remove columns, to highlight key details, making data management faster and more organized.  By default, the visible fields include Name, Website, Sales Owner, and Address, and these fields can be customized as needed.  

  1. Go to the company module. 
  2. In the list view, click the column settings icon to display the selection panel.



  1. In the panel, select or deselect the checkboxes to add or remove fields from the view.
  2. Drag and drop fields to adjust their order. Changes are reflected immediately in the company list view.



Additional Fields Customization 

To capture additional details for companies, customize the fields through the Admin Settings. Twozo allows you to tailor the company module to meet your specific business needs by adding or modifying fields as needed.


To customize the fields in the company module, follow these steps:

  1. Navigate to Setting > Modules & Fields > Company. 


  1. Click + Custom Field to create a new custom field. 


  1. Choose the type of field you want to add, such as text, number, date, dropdown, etc.


  1. Enter the field name and select options such as Add View or Required to ensure the field's visibility and mark it as mandatory.


  1. Once the new field is created, you can reorder the fields by dragging and dropping them into the desired order.
  2. After adding and arranging the fields, click Add to apply the changes.



    • Related Articles

    • Customizing and Managing List View Fields in the Deal Module

      List View What are the default fields visible in the list view, and how to customize them? In the deal list view, at first, it will display the following fields by default: Title, Stage, Won Reason, Lost Reason, Deal Closed On, Primary Contacts, ...
    • Customizing Field Columns in Activity List View

      The Activity List View in Twozo CRM enables you to organize and view activity data effectively. Customize displayed columns by selecting relevant fields to suit your needs. Access the Activity list view. This will display the list of activities. ...
    • Customizing and Managing Contact Fields in Twozo

      Twozo allows businesses to customize and manage contact fields, allowing them to effectively capture and organize essential data, ensure all relevant details are recorded, and improve communication and relationship management with contacts. What are ...
    • Configuring Custom Fields and Phone Number Formatting

      Custom Fields Custom fields allow you to tailor the system to their specific needs by creating up to 10 custom fields for each field type. You can easily create, edit, or delete custom fields, providing flexibility in how data is organized and ...
    • Optimizing the Contact List View

      How to customize the contact list view? The contact list view centralizes contact information for easy access. It allows sorting and filtering of contacts, streamlining management and communication. You can customize the default fields displayed to ...