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Setup columns for Contacts part
Setup columns for Contacts part
Updated today

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

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