List View FAQs

How do I see only the columns that I want to see? / There are too many columns I don't need

Customizing and Saving List Views Pakk has lots of carefully thought out List Views designed for specific workflows. But sometimes the fields that you want aren't there, or there are too many. Customizing your list views lets you see just the fields you care about and ignore the rest.

1. Accessing Customization: Click the columns icon in the list view toolbar. 2 . Customizing Columns: Check or uncheck the available fields list to add/remove them from the visible columns area and click Done.

2. Saving Custom Views: If you are an account owner, you can save that list to use later. Give it a name and access it anytime from the list views dropdown.

How do I edit Custom Attributes in List View?

Custom attributes can have different types of values, such as text, number, choice, or true/false. To ensure you can work and edit with custom attributes effectively in List View, you should visualize all columns associated with them:

1. Access the Customization Popup: Click the columns icon in the list view toolbar.

2. Add all Custom Attribute fields: Check the checkboxes for all custom attribute fields.

That's it! You can now view and edit custom attributes for multiple records all in one screen.