Articles in this section

See more

Using Views in the Contact Manager

Avatar
Jake Crown
  • Updated
Follow
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

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate ✓  
  CRM PRO ✓  
  CRM Free ✓  
       
  Toolbar:    
01NavContacts.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers ✓  
  Salespersons ✓  
  Jr. Salespersons ✓  
 


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:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click Create View.
  3. Enter a name for the view in the Name this view field.
  4. Optionally, click the Make this my default view checkbox.
  5. Click Save.
   Click to enlarge.

 

Swapping Views

You can swap between the default view and your created views at any time.

To swap between views, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click the  arrow-down3.png  View drop-down menu.
  3. Select the desired view.
   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:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click the  arrow-down3.png  View drop-down menu.
  3. Select the desired view.
  4. Click  12cog.png  Manage Columns.
  5. Select or deselect the checkbox next to the desired field.
  6. Repeat as necessary.
  7. Click outside the Manage Columns menu.
   Click to enlarge.
 
Important: The Name columns are present in all views and cannot be removed.
By default, views will display information from the
following system fields:
  • Campaign
  • Created
  • Email
  • Last Activity
  • Lead Owner
  • Lead Score


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:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click the  arrow-down3.png  View drop-down menu.
  3. Select the desired view.
  4. Click the desired column.
  5. Drag the column to the desired position.
  6. Repeat as necessary.
  7. Click Save.
  8. Select either of the following options:
   Click to enlarge.
  Setting   Description  
  Create New   Saves this view as a new view. 

  Overwrite   Overwrites the existing view.

         


Editing Views

You can edit basic view information at any time.

To edit basic view information, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click the  arrow-down3.png  View drop-down menu.
  3. Hover over the desired view.
  4. Click  12pencil.png  Edit.
  5. Enter a name for the view in the Name this view field.
  6. Optionally, click the Make this my default view checkbox.
   Click to enlarge.


Deleting Views

You can delete views you no longer need at any time.

To delete views, do the following:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click the  arrow-down3.png  View drop-down menu.
  3. Hover over the desired view.
  4. Click  12pencil.png  Edit.
  5. Click Delete View.
   Click to enlarge.


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:

  1. Click Contacts > Contacts in SharpSpring's top toolbar.
  2. Click the  arrow-down3.png  View drop-down menu.
  3. Hover over the desired view.
  4. Click  eye.png   Make this your default view.
   Click to enlarge.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?