How To: Customize or add columns in the grid view and export

You can customize the columns that appear in the grid view, and save the view for the future.


While viewing any grid, click the Cogwheel.  The cogwheel in Crelate is always for changing options in your curret view.

In from the right will slide some options.  Next to each column header you will see a 3 dotted menu.


Clicking this drop down arrow will give you checkboxes for the columns you would like to see in the view.


After your view has been configured, you may save it for future use. If you again select the cogwheel icon, you'll have the option to save and name your new view. 



Once saved, close out of the side panel to the right hand side. You may then export this view or any other custom view you've created.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk