How to Customize Columns in Horilla CRM List View

The List View in Horilla CRM is designed to help users quickly review and manage records. Sometimes the default column layout may not include the fields that are most important for your daily work.

To solve this, Horilla CRM provides an easy way to add, remove, and rearrange columns in the List View. This allows users to organize data in a way that better supports their workflow and improves visibility of key information.

This flexibility allows users to easily find the most relevant information while keeping the interface clean and free from unnecessary fields.

Accessing the Column Customization Option

To customize the columns in a list view:

1. Open any module list page (for example, Leads).
2. Click the Settings icon located at the top-right of the list view.
3. From the dropdown menu, select Add Column to List.

This action opens the Select Fields to Display window, where you can manage which fields appear as columns in the list view.

Understanding the Column Manager

The column manager provides two sections that help you organize your list view fields.

Available Fields

This section displays all fields that exist in the module but are not currently shown in the list view. These fields can be added whenever needed.

Examples include:

• Company
• Created At
• Created By
• Updated At
• Active Status

Visible Fields

This section contains the fields that are currently displayed as columns in the list view.

Examples include:

• First Name
• Last Name
• Email
• Lead Stage
• Lead Source

You can control the list view by moving fields between these two sections.

Steps to Add a New Column to the List

Adding a column allows you to display additional information directly in the list view.

Steps:

1. Locate the field you want to add in the Available Fields section and click the arrow icon next to the field.

2. The field will move to the Visible Fields section.

3. Click Save.

After saving, the selected field will be displayed as a new column in the list view.

Steps to Remove a Column from the List

If a column is no longer useful, you can remove it to keep the interface clean.

Steps:

1. Find the field in the Visible Fields section and click the remove arrow beside the field.

2. The field will move back to Available Fields.

3. Click Save.
   

The column will be removed from the list view.

How to Change the Order of Columns

The sequence of columns can be just as important as the columns themselves. Horilla CRM allows you to easily rearrange the order of visible fields.

Steps:

1. Go to the Visible Fields section.
2. Select the column you want to move.
3. Click the up arrow to move the column higher in the list.
4. Click the down arrow to move it lower.
5. Then select Save to apply the changes.

The list view will update instantly with the new column order.

Reset Columns to Default

If you need to restore the list view to its original system default layout:

1. Click Reset to Default in the column manager.
2. Click Save.

This will restore the original column configuration for the module.

Why Column Customization Matters

Customizing list view columns helps users:

• Focus on the most important information
• Reduce unnecessary visual clutter.
• Improve data scanning and analysis.
• Adapt the CRM interface to different user roles.

For example, a sales representative may prioritize Lead Stage and Lead Source, while a manager may want to monitor Created By or Company fields.

The ability to add, remove, and rearrange columns in the List View makes Horilla CRM more adaptable to different workflows. Instead of working with a fixed layout, users can personalize their view to highlight the information that matters most.

By customizing your list view columns, you can streamline data management, improve visibility, and make everyday CRM operations faster and more efficient.