Skip to main content
All CollectionsHow To GuidesReports, templates
Setup columns for Contacts part
Setup columns for Contacts part

Choose what columns you want to see in Contacts part for Build and Presentation modes

Updated over a week ago

From report:

  1. Open contacts part (tab) (draft report, build mode).

  2. Click "Template settings" button.

  3. You can edit :

    1. SO Label (print label right in the cell);

    2. sort order (use drag&drop option);

    3. disable columns from views (use checkboxes in build / display / presentation columns):

    Changes will be applied immediately to all your Drafts within the template.

From template:

  1. Settings - Templates
    OR Settings - Contacts - Template

  2. Click the template to open.

  3. Go to the Contacts Tab.
    Changes will be applied immediately to all your Drafts within the template.

Did this answer your question?