Tailor your People Views in Elvanto to show the information that matters most to you. By customizing the columns displayed, you can streamline your administrative tasks and ensure that essential data is at your fingertips.
Setting up Default Columns in People Settings
Go to Settings and once the page loads select People.
Find the ‘Default Fields to Display’ heading – in this section, you can set the default columns to show for your account. All People Views will use this setting unless defined otherwise by the other methods below.
Setting up People Category Columns
When setting up a People Category, you can choose which columns to display when viewing the specific category. Simply edit the People Category, and scroll to the bottom of the page. You can then click and drag the columns you’d like to display.
Setting up People View Columns
Similar to setting up a People Category, you can choose which columns to show in a People View. Simply click and drag the fields you want to display.