View Preferences

View Preferences allow you to add or remove columns from display. When you add/hide a column from view, that column will remain visible/hidden for that specific view on all records moving forward.  

To edit your View Preferences:

• Navigate to one of the following:
  • Search results
  • Planner
  • Hotlist
  • Pipeline
  • Dashboard
• Click on the grid icon in the top right corner of the list to view the column options

• Check any column that you wish to view and uncheck any column that you wish to hide

• After making your selections, click the “x” in the upper right corner to close the View Preferences