What
When accessing the Contacts menu, users can personally select which columns of data to display when previewing Contact records. Within this function, users have a large selection of fields that they can add to their Views, and the ability to remove any unwanted fields from a View. This allows a lot of flexibility when creating a new View, amending an existing View or temporarily adjusting what can be seen.
Where
Home > Contacts > Edit Columns
How
1. Click Edit Columns:
2. Click + Add columns which will open the field menu where selections can be made:
3. Users can then manually search for a field, or use the scroll bar to look for a desired selection. Once a field has been chosen, users will need to click the Close icon to be directed back to the menu:
4. By hovering over a field, a dialog box will open where you will be able to either remove the field or move the field up in the order. Users can also manually drag the field and drop it up the order by clicking on the field:
5. Click Apply and the field will be shown in the current view:
6. The new field can now be seen in the menu. As a side note, if you change the Filter View then this selection will be cleared:
7. To make the new field changes permanent on a View, click on the current View filter and select the Save as a new view option:
NOTE: To see what new fields have been added to the Contacts area of Mercury, please refer to the latest Mercury Release Notes.