Setting up custom columns and column views offer a powerful way to tailor the 'People' tab in Bonzo to meet your specific needs, enhancing your efficiency by presenting only the most relevant information.
*The People Tab can now be found under the "Data" dropdown in your sidebar navigation.
To begin customizing your columns, click on the column button located next to Filters in your People tab.
Here, you can add or remove columns to suit your requirements. Simply drag and drop to reorder the columns, click the "X" to remove any you don't need, and use the search drop-down bar to add new ones based on pre-defined fields in your database (i.e. loan type, interest rate, lead source, etc.)
After arranging the columns as desired, click the "Save as new view" button to preserve this configuration. Name the List view and click "Create"
This will save your setup, and display it for quick access at the top of your People page.
Additionally, you can pin this view or set it as your default view. This is done by clicking on the "More" dropdown, and selecting "Pin" or "Toggle default view"
By utilizing Custom Columns and Column Views, you can streamline your workflow in Bonzo, ensuring that you always have the most pertinent information readily available, thereby making your daily tasks more manageable and productive.
To learn more about the People Tab, click on the box below.