How do I View Cases with my Preferred Column Sets?

Updated on December 21, 2017 06:25AM by Admin

View Column Set 

This feature allows you to customize your contact fields as a section as per your requirement. You can easily access your preferred section quickly to save your custom views. You can also re-order the column(fields) to ensure that field like "Priority" always shown first.

In order to save custom columns, your should have either a  premium or enterprise plans.

This is the common feature found in CRM apps such as Contacts, Customers, Cases, Leads, and Opportunities.

Steps to Customize Column Set in Cases App

  1. Log in and access Cases App from your universal navigation menu bar.
  2. Click on “More” More Icon  icon and select “Settings” located at the app header bar.
    settings
  3. Select "Customize App" drop down and then Click on “List Layouts” from the left navigation panel.
    List Layouts
  4. You can add your own column set, click on “+” icon.
  5. Customize column set with your preferred fields.
  6. Choose fields from “Display” drop down.
  7. For instance: We have created “SLA” column set, added “#Case”, “Status”, “Type”, “Priority”, “Assigned to”, “SLA”, “Description”,”Modified on”, "Customer" as shown in the image below:
    List Layouts SLA
  8. You can also hide the options by uncheck the field if needed as shown in the image below:
    Hide
  9. Click and drag to re-order the column as shown in the image below:
    Rearranged

View customers by column set

  1. After customization, go to Cases App dashboard.
  2. Click on “Show All” from the left navigation panel.
  3. Click on “Display” dropdown, and select “SLA”.
    SLA Display
  4. You can view the result as shown in the image below:
    Displayed SLA

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