There are a lot of people who need information right away, and clicking on each contact/company from the list to view an accurate information is time-consuming and not efficient for them. This need is specific to some businesses, but we found out that there are a lot of companies who use Zimplu, and they asked us for this feature.
Organizing information in Zimplu CRM System
We have now implemented this feature, and from now on you will be able to select the fields that will show up as columns in your list of companies, contacts, etc.
How does it work?
Let's say you choose the company section, so the Companies List from your database will show up. In your Companies List you will see only five fields that we considered to be the most important: company name, email address, phone number, mobile phone number, and the owner of the enterprise.
As you can see in the picture above, we added a new button; it looks like an eye. If you click the "eye", a new page will pop-up where you will be able to select the fields you want to see by just dragging and dropping the field name from the Not Visible to Visible as shown in the picture below.
In this case, we added a new field to visible columns, the State field. If we save, and then we go back to our list of companies, we will now have the State column available, and we won't have to click the group to see where is that company from.
In case you made a mistake, and you want to go back to the default settings, you can click on the Reset View to Default Settings in the top right corner.
You can remove fields from the Visible Columns anytime you wish to keep your CRM the way you want.
Note: If you make these changes as an administrator, it doesn't mean that they will apply to all of your users. Each user is free to make Zimplu show the information he considers to be the most relevant to the type of work he is doing.
This new feature is available for ALL sections in Zimplu CRM: companies, contacts, support tickets, or opportunities.