How to adjust contact properties shown on right side bar in company OR deal?

Johannes2705
Member

Hi there,

I would like to adjust the contact properties shown at right side bar in company OR deal?

 

Thanks

 

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3 Replies 3
Kevin-C
Key Advisor | Partner

Hey @Johannes2705 

 

I'm assuming you're refering to the 'Columns'.

To edit the displayed columns:

Click 'Actions' > Click 'Edit Columns' > Modify as needed.

 

If not could you provide more context, maybe a screenshot of the view with the section circled?

Johannes2705
Member

Thanks @Kevin-C  for your reply.

 

However, I am not talking about editing columns in contacts. 

 

I meant: Once you create a deal OR a company and you connect existing/ new contacts witht this deal and/ or company, you can see the connected contacts on the right side bar. 

 

I want to change the appearance of these contacts to for example display not only name and mail address/ phone number but also one or two additional properties.

 

Is this possible? 

0 Upvotes
Kevin-C
Key Advisor | Partner

Hey @Johannes2705 

 

Could you get a few screenshot of the view that you are describing. That should help us understand the ask just a little bit better.

0 Upvotes