Reorder and Add Your View Fields

If you have a list view for Contacts or Mortgages and you would prefer to see them in a different order, you can easily reorder order the columns with a few steps.

1. Scroll to the right hand side of the view are on and locate the 3 dots to see 'reorder fields'

2. Drag and Drop any column fields into the desired order with your mouse

Note: you can also easily add more fields by selecting + sign. This will open the other field selection.

Once you have added the desired fields, ensure you click "save changes"

If you would like to reset back to the default view, click on the back arrow

Video with the Steps- Reorder Your View Fields