Customizing Nextiva CRM tables

Customize the tables aka grids displayed in Nextiva CRM to meet specific business needs. For example, a table may be customized to only display pertinent information for your business, such as account name, account value, phone number, etc. You can also customize the data to display in a particular order that makes the most sense for the users.

 

From the NextOS admin dashboard, select All Advanced Features > Table views. 

Click Plus (+) > enter the new table name and choose the associated table > Apply.

Perform any of the below actions > Save & Go Live.

  1. Edit table name
  2. Choose the departments that can view this table
  3. Add fields (click-and-drag)
  4. TIP: Click the blue buttons to view additional fields
  5. Change the order of the fields (click-and-drag), modify the field label (Gear), and remove a field (Trash)
  6. Delete the custom table

Need additional help? Click here.

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