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).
- A window opens with two panes:
- All columns on the left - every field this table can show that you have not added yet, shown as chips. When the table has more than one kind of field, the chips are grouped under headings such as Fields, Qualification agents, Research agents, Plays, and Custom fields.
- Shown in table on the right - the fields currently in your table, in display order, also shown as chips.
- To add a field, click its chip under All columns. It moves to Shown in table and appears in the table.
- To find a field quickly, type in the Search columns box above All columns. The list filters as you type.
- To remove a field, click the x on its chip under Shown in table.
- To reorder, drag a chip left or right within Shown in table. The order there 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, shown with a lock icon, 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, 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, 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 Shown in table 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, open the overflow menu (the … button next to Manage columns) and select Save view as default - 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 to default view in that same menu (or Reset inside the Manage 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 view 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.