Customize grid for prospective clients list
When viewing the prospective clients list, allow me the option to hide some columns that I don't use.
AdminSarah M
(Admin, theranest)
shared this idea
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Laurie Schein commented
We need to be able to customize the grid. Most of the time, I don't need to see all the information like email, etc. It is very difficult to read the notes connected to the name in order to activate/archive them
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Cindy Concannon commented
The bar to slide the grid only shows up when you scroll to the bottom of the list, then when I scroll back up to hit the edit button I can no longer see the client's name. It would be great to have the potential client's name and contact info show, then when I select edit have the note and any other details show. I have very long notes on times and ways I have contacted potential clients.
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Cristina Coupal commented
Ability to hide columns: Email, Either phone number, Location
(Edited by admin) -
Stacey Wright commented
Yes, this would be great! I also have to always re-sort by Date Added (descending). I would love if the grid would save this sorting preference.
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Rebecca Rondeau
commented
the grid is so wide and I don't need all those columns, I am scrolling all over the place just to get to the edit button. Or be able to click on the client to edit by clicking their name.