How to customize the columns in your contact list? – Webmecanik

The default display of your contact list can be adapted to your business needs. By configuring the visible columns in Webmecanik Automation, you can directly access key information about your prospects (company, owner, score, etc.) without needing to open each individual record.

⚙️ Steps to configure your custom columns

Follow this step-by-step guide to modify the columns displayed in your contacts view:

1. Access the configuration menu

Click the gear icon located in the upper-right corner of your interface.
In the drop-down menu, click Configuration.

2. Open the contact settings

In the left sidebar menu, select Contact settings.
Scroll down the page to the section titled Contact list settings.

3. Organize the fields to display

In the Columns * section, you will see two interactive panels:

Left list: contains all available fields (default fields and custom fields).
Right list: lists the columns currently active and visible in your contacts view.

To adjust the display:

Select a field in the left column and transfer it to the right using the directional arrows to add it to your view.
Conversely, move any unnecessary element to the left to streamline the table.
Reorganize the priority order of the columns from top to bottom according to your viewing habits.

4. Save the new layout

In the upper-right corner of the window, click the Save and close button.
Then go to the main Contacts menu to see your columns updated immediately.

💡 Tips and best practices

Keep your view uncluttered: Limit the number of visible columns to essential data (e.g., First name, Last name, Email, Company, Owner) to maintain the readability of your dashboard.
Team impact: Note that modifying these columns applies globally to all users in your Webmecanik instance.