Columns are useful to quickly see exactly which information is important to you when working with your companies, people, and leads in Nutshell.
Use the flexible Companies, People, and Leads lists to create customized call lists or reports in Nutshell. It's like a spreadsheet, but better! When used in conjunction with powerful Nutshell filters, you can always keep your business' most critical customer data front and center.
Once you've created the view you like, you can save it to return to your report again and again.
Add or remove columns
- On any list, click the Column icon to the right of the current columns.
- Select or deselect columns you would like to add or remove from the list.
- Click the X button to apply the changes.
Sorting and re-ordering columns
- Click and drag to reorganize columns.
- Click and drag the margins of a column to resize its width.
- Click a column to sort by its content, such as date or text.