How to Customize Your Contact List View
Why This Matters
Your Contact List is your daily command center for managing contacts. Customizing the view lets you choose which information appears in the table, how it's sorted, and how much detail you see at a glance. A clean, personalized layout helps you work faster and stay focused on what matters most.
Your preferences save automatically to your account, so you won't need to reset them each time you log in.
Before You Begin
Navigate to the Contacts tab to open your main Contact List. You'll see a table with column headers like Name, Category, and Email. This is the view you'll customize.
Watch & Learn
🎥 Video: Customize the Contact List
Step-by-Step Instructions
1. Choose Which Columns to Display
At the bottom of the Contact List, click Customize This Screen. The customization panel will open, showing all available fields—including any custom fields you've created.
Click the columns you want to add from the left of the page. Click the trash can icon to remove fields from the list in the middle of the page. Click Save Changes.
Your Contact List updates immediately to show only the columns you selected. This keeps your view simple and reduces unnecessary scrolling.
Start with key fields like Category, Tags, Phone, Email, or Last Contacted. You can always add more later as your needs change.
2. Reorder Columns
Use drag and drop to rearrange columns in the customization panel. Move your most important fields to the front for faster access.
For example, if you frequently call contacts, move the Phone column closer to the Name column so it's easier to find.
The column order updates as soon as you save your changes.
3. Sort the Contact List
Click any column header to sort your contacts by that field. Click the same header again to reverse the order between ascending and descending.
Common sorting options include Last Name (alphabetically), Date Added (newest or oldest first), Category (grouped by type), or Last Contacted (most recent interactions first).
Sorting is by a single column at a time. For more complex filtering, use Advanced Search instead.
4. Save Your Custom View
After making your changes, click Set as Current View to make this layout your default. Your view saves automatically and will remain customized after you refresh the page or log back in.
If you share an account with teammates, each user's view is saved individually. Your customization won't affect anyone else's layout.
5. Create Multiple Saved Views (Optional)
If you need different layouts for different tasks or projects, click Add New View to create and save additional custom views.
For example, you might create one view focused on phone numbers and categories for calling campaigns, and another view focused on email addresses and tags for email marketing.
You can switch between saved views anytime by selecting them from the view dropdown.
6. Adjust Page Size
At the bottom of the Contact List, select how many contacts you want to see per page: 20, 40, 60, 80, or 100.
Larger page sizes reduce the need to click through multiple pages, but may take slightly longer to load if you have many contacts.
Questions and Answers
Q: Can I create multiple saved views?
A: Yes. Use the Add New View option to create and save different layouts for different needs, such as one for calling and another for email campaigns.
Q: Can I switch between different views?
A: Yes. Once you've saved multiple views, you can switch between them anytime using the view dropdown.
Q: Do my changes affect other users?
A: No. Your Contact List view is personalized to your login. Other users can set up their own views independently.
Q: Can I share a custom view with my team?
A: While there isn't a "share" feature for views, team members can manually set up their screens the same way by following the same customization steps.
Q: Is there a limit on how many columns I can add?
A: There's no hard limit, but too many columns may make the view harder to read, especially on smaller screens. Keep your view focused on the fields you actually use.
Q: Can I sort by multiple columns at once?
A: No. Sorting works on a single column at a time. For advanced filtering and multi-field sorting, use the Advanced Search feature.
Q: Do my customized columns show on mobile?
A: On mobile, the view is simplified due to screen size. Not all custom columns may display on smaller devices.
Q: Can I reset to the default view?
A: Yes. You can clear custom views and revert to the system's default layout through the customization panel.
Q: Is there a way to export my custom view?
A: When you export contacts, the export includes the selected fields, but the screen layout itself is not exported. The export reflects the data, not the visual arrangement.
Q: What if I can't see a field I expect?
A: Check the Customize This Screen panel to confirm the field hasn't been hidden. You may need to check the box to display it.
Guide Type: How-To Guide
Estimated Time: 5 minutes
Next Guides: Advanced Search • Saved Searches • Contact Organization
Video Transcript
This is the Contact List Screen. This is where you will work with a group of your contacts. This screen will display these default columns. If you want to see different columns in your system, you can hit ‘Customize This Screen’ and change the columns, like this. Also, right here you can change the number of contacts you see on each screen, and you can scroll through the pages like this. There are 2 search tabs here, Basic and Advanced. Let’s start with the basic tab. If we leave all these filters blank, the system will list all of your contacts. You see we have 244 contacts in this database. Let’s select some filters and see how our list changes. From this screen, we can bring up a single contact by clicking on their name, or we can add all these contacts to the Group Actions page. Group actions is the place where we can perform… well, group actions! Like sending an email to all these people, or adding everyone in this group to a Workflow. Under the Advanced Search Tab, we can filter by all of these database fields. Here is how the Advanced Search works. If you have a search that you might want to use again or refer to in the future, save it here. Then you can have that saved search show up on your dashboard, like this.