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.
- Review the default fields in the list, which include Status, Title, Deal, Contact, Company, Start Time, End Time, Duration, and Assigned To User.
- Click the Column Settings icon in the right corner of the activity list. This displays a side panel with a list of available fields.
- To show or hide fields:
- Select the checkbox next to the fields you want to display.
- Unselect to hide fields.
- Rearrange columns using the drag-and-drop interface within the customization panel.
Now, the fields are arranged in your preferred order.
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