The information displayed in the Contact Manager can be customized to suit your needs.
You can save this information in individual viewable displays—or views, for short.
This article will detail how to use views in the Contact Manager.
Article Contents
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Available with: |
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Marketing Automation |
✓ |
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CRM Ultimate |
✓ |
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CRM PRO |
✓ |
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CRM Free |
✓ |
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Toolbar: |
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Users: |
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Administrators |
✓ |
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Company Managers |
✓ |
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Marketing Managers |
✓ |
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Sales Managers |
✓ |
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Salespersons |
✓ |
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Jr. Salespersons |
✓ |
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Creating Views
While the Contact Manager comes with a default view and displays information relevant to important system fields, you may find that you want a different view that contains different information. You can create views that cater to your information needs.
To create a view, do the following:
- Click Contacts > Contacts in SharpSpring's top toolbar.
- Click Create View.
- Enter a name for the view in the Name this view field.
- Optionally, click the Make this my default view checkbox.
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Swapping Views
You can swap between the default view and your created views at any time.
To swap between views, do the following:
- Click Contacts > Contacts in SharpSpring's top toolbar.
- Click the
View drop-down menu.
- Select the desired view.
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Click to enlarge. |
Selecting Columns
Information in views is displayed in individual columns. The information in these columns comes from available fields, including custom fields. You can choose to display certain columns—or remove them from a view—as you see fit.
To select which columns to display in a view, do the following:
By default, views will display information from the following system fields: |
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Rearranging Columns
You can rearrange how columns are displayed in views. This is done by dragging-and-dropping the columns in the order that you choose.
To rearrange columns, do the following:
- Click Contacts > Contacts in SharpSpring's top toolbar.
- Click the
View drop-down menu.
- Select the desired view.
- Click the desired column.
- Drag the column to the desired position.
- Repeat as necessary.
- Click Save.
- Select either of the following options:
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Setting |
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Description |
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Create New |
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Saves this view as a new view. |
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Overwrite |
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Overwrites the existing view. |
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Editing Views
You can edit basic view information at any time.
To edit basic view information, do the following:
- Click Contacts > Contacts in SharpSpring's top toolbar.
- Click the
View drop-down menu.
- Hover over the desired view.
- Click
Edit.
- Enter a name for the view in the Name this view field.
- Optionally, click the Make this my default view checkbox.
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Deleting Views
You can delete views you no longer need at any time.
To delete views, do the following:
- Click Contacts > Contacts in SharpSpring's top toolbar.
- Click the
View drop-down menu.
- Hover over the desired view.
- Click
Edit.
- Click Delete View.
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Setting Default Views
You can set a specific view to load when you open the Contact Manager.
To set a specific view as the default view, do the following:
- Click Contacts > Contacts in SharpSpring's top toolbar.
- Click the
View drop-down menu.
- Hover over the desired view.
- Click
Make this your default view.
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Click to enlarge. |