Is there any way to configure columns per view, and save the configuration with the view? For example if we are looking at Pipeline View we want to see different columns than if we are looking at Discovery Call view. For example, for pipeline we want to see close date, but for discovery call we want to see discovery call date.
Answer
Configure Columns per View
- New Contributor
Best answer by Ty Lapinski
Hi
In Clari, you can configure your columns by mode for your saved views. Changing these settings will only apply to your user profile once they are configured. More details on the steps can be found here. Unfortunately, we do not currently have a way to configure the column order per saved view independently.
Since we have the capability to set the field configuration by mode, you could create two different modes in Clari and customize the column configuration by the two use cases you described.
If you would like to add this capability as feature request, please create an Idea on the New Features & Ideas page: https://community.clari.com/ideas. This is a great space to add any feature ideas and upvote others!
Cheers!
Ty
+8- Clari
- Answer
Hi
In Clari, you can configure your columns by mode for your saved views. Changing these settings will only apply to your user profile once they are configured. More details on the steps can be found here. Unfortunately, we do not currently have a way to configure the column order per saved view independently.
Since we have the capability to set the field configuration by mode, you could create two different modes in Clari and customize the column configuration by the two use cases you described.
If you would like to add this capability as feature request, please create an Idea on the New Features & Ideas page: https://community.clari.com/ideas. This is a great space to add any feature ideas and upvote others!
Cheers!
Ty
Ty Lapinski | Director, Customer Success
- New Contributor
Thank you so much Ty! I’m a new user and forgot about modes from my training. Modes does exactly what I need.
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