Customizing Your Columns

EverTrue allows you to customize how you view your constituent data when browsing and filtering or viewing a list or saved search by adjusting both the columns you view and their order!  This customization allows you to see the information that is most valuable to you as a user. 

To customize your columns, click the pencil icon that appears when you hover over any column header and select the Edit Columns... option. (Notice some columns will also have the option to sort data by either ascending or descending.)

 

From the Edit Columns pop-up menu, choose the columns you want to appear in your view by either dragging and dropping each field from Available (on the left) to Active (on the right) or clicking the arrow icon to the right of any Available field. Additionally, you can use the search bar at the top of the pop-up to narrow down your Available fields. To remove a column, either drag and drop from Active (right) to Available (left) or click the X icon to the right of any Active field. 

If you'd like to rearrange your Active fields, hover over the three horizontal lines icon to the left of any Active field and click and drag to your desired position in the list. Items near the top of the list will appear farther left in your table view. Once set as you would like, remember to select Save Columns.


For any other questions reach out to EverTrue Support at genius@evertrue.com.

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