Slate - How to Customize Views

Summary

How to customize views in Slate CRM

Body

Customize View is a Slate user setting to arrange and/or hide fields listed for records in search results. Every user can modify this setting to suit their preference.   

Access the Service?

  • Having an active user account, log into Slate with SSO

Issues/Questions

How do I rearrange which fields are displayed in search results?

  • Navigate to the section of Slate you want to change which fields display in search results per record
  • Click on Customize View iconUploaded Image (Thumbnail)in the top right of each screen. 
  • Users have the following options:
    • Customize View
    • Reset View
    • Any saved customized views
  • Click Customize View
  • Use the dropdown to select any already created, saved views
  • Click Export to add additional exports
  • Click Filter to limit the search results
  • Click Sort to sort the search results based on one of the Exports a user has included

 

Why does my colleague's search results in Slate display in a different order than mine even though we have the same profile/role?

  • See first question

 

Details

Details

Article ID: 25151
Created
Tue 5/6/25 3:34 PM
Modified
Thu 5/15/25 6:34 AM