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How do I configure section tab columns in SuperOffice CRM?

I want to see different information in my SuperOffice section tabs. How do I configure it?

You can easily configure columns in the section tabs (Contacts, Relations, Projects, Sales, Selections etc.) in SuperOffice according to your preferences. To do this, simply follow the steps below.

  1. Open a Company card (or any other entity) and select a section tab that you want to configure.
     
  2. Right click on one of the column's header and select Configure columns from the drop-down menu.


     
  3. A new pop-up will appear with all possible fields for the selected section tab. In this dialog you can add more columns by double-clicking on a data field name located in the left-hand side column. You can also remove a field, by selecting on it in the right column and moving it to the left column. 


     
  4. Click Save. SuperOffice will update columns automatically. You can choose up to 20 fields to be displayed at the time.

    Note!  To make sure that you can see information in the field, simply click and drag the column-separator to create the width you need.

More information

Video: How to configure columns in SuperOffice 9

Video: How to configure columns in SuperOffice 8

Video: How to use ‘Configure Columns’ to effectively organize contact’s information

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