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Change the Default List Display

Change the Default List Display

By default Salestracker displays lists with the following columns:

  • Company
  • Town/City
  • Postcode
  • Contact
  • Position
  • Telephone

You can change which columns are shown by default under preferences. To do this first click on “Preferences” in the top right of the screen. Then click “My Settings“:

My Settings

Click on the row labelled “Set default list display“.

set default list display

Drag-and-drop the fields you want from the options on the left into the empty box on the right using a left-click (be sure to hold it down!). Then click “Save”.

List Display 02

List Display 03

List Display 04

Please note that we recommend having the company name as one of the fields, as the name is what you click on to view the details of a company record. Without this, you will not be able to view records!

To restore the list display to default, simply remove all of the items from “Fields selected” by dragging them back into “Fields to choose from” and then clicking “Save“.

Published

April 22, 2014

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Insight University- Sales

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Jo Trottman
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Insight Data has been invaluable to our business for over 12 years. The Salestracker CRM system is highly adaptable and has been customised to meet our specific needs, allowing us to categorise customers effectively across our businesses and securely log internal information for each account. This ensures our Sales, Marketing, and Technical teams always have access to the most up-to-date information. Our investment in STEM has further enhanced our capabilities, enabling targeted email marketing and access to key fenestration and architect databases. SalesTracker is a powerful, fully integrated tool that plays a vital role in our

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