Table Columns
Manage your table columns settings
Per-User Column Customiser
Each table in the CRM has a Customise Columns icon
in its toolbar (left of the search box). Click it to show/hide columns, drag-and-drop to reorder, and
save your layout. Layouts are saved per user, per table — every user can have a
different column arrangement. Custom fields you add in Settings → Custom Fields also
appear here automatically.
clients
clients
23 fields
Module Fields
idID
(number)
nameName
emailEmail
phonePhone
mobileMobile
typeType
(badge)
statusStatus
(badge)
countryCountry
cityCity
industryIndustry
websiteWebsite
ratingRating
(number)
currencyCurrency
created_atCreated
(date)
updated_atLast Updated
(date)
Cross-Module Fields
lead_sourceLead Source
lead_statusLead Status
(badge)
proposals_countProposals
(number)
invoices_countInvoices
(number)
total_invoicedTotal Invoiced
(currency)
amount_outstandingOutstanding
(currency)
contracts_countContracts
(number)
tickets_countTickets
(number)
leads
leads
17 fields
Module Fields
idID
(number)
nameName
emailEmail
phonePhone
company_nameCompany
sourceSource
(badge)
statusStatus
(badge)
stageStage
(badge)
valueLead Value
(currency)
countryCountry
cityCity
follow_up_atFollow Up
(date)
converted_atConverted
(date)
created_atCreated
(date)
Cross-Module Fields
proposals_countProposals
(number)
client_name_lnkClient
client_statusClient Status
(badge)
proposals
proposals
14 fields
Module Fields
idID
(number)
titleTitle
referenceReference
statusStatus
(badge)
subtotalSubtotal
(currency)
tax_amountTax
(currency)
total_amountTotal
(currency)
valid_untilValid Until
(date)
sent_atSent
(date)
accepted_atAccepted
(date)
created_atCreated
(date)
Cross-Module Fields
client_nameClient
client_emailClient Email
lead_sourceLead Source
invoices
invoices
16 fields
Module Fields
idID
(number)
invoice_numberInvoice #
statusStatus
(badge)
currencyCurrency
subtotalSubtotal
(currency)
tax_amountTax
(currency)
total_amountTotal
(currency)
amount_paidPaid
(currency)
amount_dueBalance Due
(currency)
issue_dateIssue Date
(date)
due_dateDue Date
(date)
paid_atPaid At
(date)
created_atCreated
(date)
Cross-Module Fields
client_nameClient
client_phoneClient Phone
payments_countPayments
(number)
quotes
quotes
7 fields
Module Fields
idID
(number)
quote_numberQuote #
statusStatus
(badge)
total_amountTotal
(currency)
valid_untilValid Until
(date)
created_atCreated
(date)
Cross-Module Fields
client_nameClient
contracts
contracts
11 fields
Module Fields
idID
(number)
titleTitle
contract_numberContract #
statusStatus
(badge)
valueValue
(currency)
start_dateStart Date
(date)
end_dateEnd Date
(date)
signed_atSigned At
(date)
created_atCreated
(date)
Cross-Module Fields
client_nameClient
invoices_countInvoices
(number)
payments
payments
10 fields
Module Fields
idID
(number)
referenceReference
methodMethod
(badge)
statusStatus
(badge)
amountAmount
(currency)
currencyCurrency
payment_dateDate
(date)
created_atCreated
(date)
Cross-Module Fields
client_nameClient
invoice_numberInvoice #
credit notes
credit_notes
8 fields
Module Fields
idID
(number)
credit_numberCredit #
statusStatus
(badge)
amountAmount
(currency)
remainingRemaining
(currency)
issue_dateIssue Date
(date)
created_atCreated
(date)
Cross-Module Fields
client_nameClient
employees
employees
14 fields
Module Fields
idID
(number)
nameName
employee_codeCode
emailEmail
phonePhone
departmentDepartment
designationDesignation
statusStatus
(badge)
nationalityNationality
basic_salaryBasic Salary
(currency)
join_dateJoined
(date)
created_atCreated
(date)
Cross-Module Fields
commission_totalCommission Total
(currency)
attendance_daysAttendance Days
(number)
attendance
attendance
10 fields
Module Fields
idID
(number)
dateDate
(date)
statusStatus
(badge)
check_inCheck In
check_outCheck Out
hours_workedHours
(number)
overtime_hoursOvertime
(number)
created_atCreated
(date)
Cross-Module Fields
employee_nameEmployee
departmentDepartment
tasks
tasks
10 fields
Module Fields
idID
(number)
titleTitle
statusStatus
(badge)
priorityPriority
(badge)
due_dateDue Date
(date)
completed_atCompleted
(date)
created_atCreated
(date)
Cross-Module Fields
assigned_nameAssigned To
client_nameClient
project_nameProject
projects
projects
12 fields
Module Fields
idID
(number)
nameName
codeCode
statusStatus
(badge)
priorityPriority
(badge)
budgetBudget
(currency)
start_dateStart Date
(date)
end_dateEnd Date
(date)
created_atCreated
(date)
Cross-Module Fields
client_nameClient
tasks_countTasks
(number)
open_tasksOpen Tasks
(number)
tickets
tickets
10 fields
Module Fields
idID
(number)
ticket_numberTicket #
subjectSubject
statusStatus
(badge)
priorityPriority
(badge)
departmentDepartment
created_atCreated
(date)
resolved_atResolved
(date)
Cross-Module Fields
client_nameClient
assigned_nameAssigned To
agents
agents
11 fields
Module Fields
idID
(number)
nameName
codeAgent Code
emailEmail
phonePhone
statusStatus
(badge)
commission_rateCommission %
(number)
join_dateJoined
(date)
created_atCreated
(date)
Cross-Module Fields
referrals_countReferrals
(number)
commission_totalCommission
(currency)
collections
collections
9 fields
Module Fields
idID
(number)
referenceReference
statusStatus
(badge)
amountAmount
(currency)
collected_amountCollected
(currency)
due_dateDue Date
(date)
created_atCreated
(date)
Cross-Module Fields
client_nameClient
invoice_numberInvoice #
banner campaigns
banner_campaigns
7 fields
Module Fields
idID
(number)
nameCampaign Name
statusStatus
(badge)
display_styleDisplay Style
(badge)
starts_atStart Date
(date)
ends_atEnd Date
(date)
created_atCreated
(date)
ocr scans
ocr_scans
6 fields
Module Fields
idID
(number)
document_typeDocument Type
providerProvider
(badge)
statusStatus
(badge)
confidence_scoreConfidence
(number)
created_atScan Date
(date)