Choose and reorder table columns
The Accounts and Contacts tables show a default set of columns, but you can decide exactly which fields appear and in what order. Use this when you want the table focused on what matters for the task in front of you - for example, showing email, phone, and IBP while you build a calling list, or surfacing a specific research output across every account. Your choice applies right away, and you can save it as your personal default so the table opens the same way next time.
Anyone with access to the Accounts or Contacts page can change columns. It only affects your own view, not your teammates’.
- Open the Accounts or Contacts page.
- In the toolbar above the table, click Manage columns (the column icon).
- The Manage visible columns window opens with two panes:
- Available columns on the left - every field this table can show that you have not added yet.
- Selected columns on the right - the fields currently in your table, in display order.
- To add a field, find it under Available columns and click the arrow button next to it. It moves to the Selected columns pane and will appear in the table.
- To find a field quickly, type in the Search for column name box at the top of the Available columns pane. The list filters as you type.
- To remove a field, click the trash icon next to it in the Selected columns pane.
- To reorder, drag a card up or down within the Selected columns pane. The top-to-bottom order here is the left-to-right order in the table.
- Click Update table to apply your changes. Cancel closes the window without saving, and Reset clears your custom column choice and returns the table to its default columns.
The Name column is always first and cannot be removed or moved - it carries the record link and status icons.
Columns you can show on Accounts
Section titled “Columns you can show on Accounts”Domain, Score, Ecosystem, Vertical / Key account, Contacts, Account plans, ICP, Owned by, Tags, Updated at, Created at, Qualified at, Latest Research at, Links, and Source. If parent-child accounts are turned on for your company, a Parent account column is also available.
You can also add a column for any individual Account Qualification agent, any Account Research agent, and any custom field set up for accounts. Each shows that agent’s or field’s value for the account, and the picker notes how many verticals an agent is used in or how many times a custom field is used.
Columns you can show on Contacts
Section titled “Columns you can show on Contacts”Company, Account website, Account Score, Job Title, Email, Phone, Type, Expertise, LinkedIn, Plays, Ecosystem, Vertical / Key account, IBP, Owned by, Profile Strength, Tags, Last updated, and Source.
You can also add a column for any individual Contact Research agent and any custom field set up for contacts.
If a column you previously selected is no longer available - for example an agent or custom field was deleted, or your table no longer has access to it - it shows in the Selected columns pane in a warning color, with a note explaining why, so you can remove it.
Saving your column set
Section titled “Saving your column set”There are two ways to keep a column layout.
As your personal default. Clicking Update table applies your column selection to the table for the rest of your visit. To keep it, click Save as default in the toolbar - that stores your current columns, together with your filters, in your browser for this company, separately for Accounts and Contacts, so the table reopens that way next time. Reset default in the toolbar (or Reset inside the Manage visible columns window) removes the saved layout and returns to the standard columns.
Into a saved view. When you save the table’s filters as a saved view, your current column selection is stored with it. Anyone who later opens that view sees the same columns. See Save and reuse filter views for how to create one.
What happens next
Section titled “What happens next”Changes take effect immediately when you click Update table - the table redraws with your columns in the order you set. That choice holds while you stay in Accounts or Contacts; if you leave and come back without saving it, the table returns to the default columns. To make the layout stick, save it with Save as default. A saved-as-default layout lives in your browser, so clearing browser data or switching to a different browser or device starts you back at the default columns. Switching companies loads that company’s own saved layout.