Retrieve a Column Setup

Updated 1 year ago by Celina Kwan

You can change the column setup displayed in the Contacts, Opportunities, Customer Service, and Related Entries tabs of the following pane directly from the View bar in the following pane.

  1. In the Address Book, Opportunities or Customer Service, select the View bar, and click Column Setup in the drop-down list.
To select a column setup created by another user, you may first need to select Show All Column Setups at the top of the drop-down list.
  1. The list of available Column Setups are shown. Select one and click Use Now to retrieve.


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