Customizing Organization Screen

The procedure to perform the below-mentioned actions is standard across Organizations and Contacts.

  1. Filters: Refer to the Filters section to apply standard and advanced filters to the ‘Organizations’ screen.
  2. Favorite: Refer to the Mark a contact as a favorite section and follow the standard steps of marking an organization as a favorite.
  3. Customize Columns: Refer to the Customizing columns on the Contacts screen section and follow the standard steps to Hide, Lock, Manage Visible Columns, and Sort Columns.
  4. Views: Refer to the Contacts Views section and follow the standard steps to set a view and access different view options.