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Customizing Your Contact List View

Mario Martinez
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1. From your myClients Home, Click on Contacts

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2. Click My Contact List next to Columns

Select Customize

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3. To Add a new Column

Click the drop-down menu & select the Columns you'd like to add to your view

Choose your columns based on what information is most useful for you.

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4. Your selected columns will show up below where you can delete or re-arrange them

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5. Save your changes and Set as Current View

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6. Your Contact List View will display with your new settings

 

Video Walkthrough:


If you need additional help:

Please contact your Support team:

We are happy to help :)

support@byreferralonly.com

800-950-7325 Ex 3401

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