Column Customization

The Column Customization feature in Squarebox lets you configure the Customers table to display the most relevant data. You can show, hide, or rearrange columns to suit your business needs.

Features of Column Customization

Showing or Hiding Columns

• Click on the Customize Columns (Gear Icon) in the Customers section.

• Toggle columns on or off to show or hide data like Name, Mobile, Lead Source, or custom fields.

• Once done, click Apply Changes to save your preferences.

Rearranging Columns

• Drag and drop columns within the customization menu to reorder them.

• Example: Move "Lead State" closer to "Name" for better visibility.

• After reordering, click Apply Changes to update the table view.

Best Practices for Column Customization

• Focus on frequently used columns by keeping them visible and placing them at the top.

• Hide less relevant columns to maintain a clean and organized table layout.

• Adjust the layout periodically to align with changing business needs.