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How to adjust your columns in Clari

How to adjust your columns in Clari

Forum|Forum|1 year ago
March 15, 2024
0 replies
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+18

Kenna
Community Manager

Open the Actions drop-down in the upper right of the Opportunities Module, and click Configure Columns to adjust which columns you see in Opportunities, and to change their order.

The Configure Columns pop-up modal will look something like this:

a. Toggle columns on or off to show or hide them from your grid.
b. Click and hold to drag and drop columns in the order you want.

Kenna Valdez, Manager, Customer Community, Clari

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Open the Actions drop-down in the upper right of the Opportunities Module, and click Configure Columns to adjust which columns you see in Opportunities, and to change their order.

Sign up

Clari customers and employees with an app.clari.com login can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

Welcome to the community

Create your account

Clari customers and employees with an app.clari.com login can click the first blue Log in button below. Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in. Please reach out at community@clari.com if you need any help to log in.

Scanning file for viruses.

This file cannot be downloaded

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.

Clari customers and employees with an app.clari.com login can click the first blue Log in button below.

Align, Copilot, or Groove customers, Clari Partners, or other guests can enter a username and password below to log in.

Please reach out at community@clari.com if you need any help to log in.