Plan | Free & Professional |
User Permissions | Portal Owner, Portal Manager, |
Platform | Web, Android, and iOS |
Easily create customized views and manage all your fields in one place using the Manage Fields panel.
Navigate to the right-side of the view bar in your table.
Click Manage Fields to open a dropdown panel displaying all the fields in the table.
Add new fields
Click the +Add Fields button at the top of the panel.
Choose the desired field type and configure its properties.
Click Create to add it to the table.
Rearrange fields
Drag and drop fields within the list to rearrange their order in the table.
Show or hide fields
Use the toggle next to each field name to show or hide them from the current view.
Edit or duplicate fields
Click the (⁝) options button next to the field name:
Choose Edit to modify the field's settings.
Choose Duplicate to create a copy of the field with data, and choose Duplicate Without Data to create a copy of the field with just the field configurations.
Choose Hide to hide the field from the current view of the table.
Choose Delete to remove the field from the table.
Use the search bar in the top-right of the panel to quickly locate a specific field by name.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.