How To Customize Table Settings
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

In the Manage tab, you can customize the table settings to quickly view necessary data to help your workflow.

Add, remove, and arrange table columns in any order for the following groups:

  • Donations

  • Recurring Profiles

  • Pledges

  • Personal Pages

  • Team Pages

  • Organization Pages

  • Ticket Orders

To add, remove and arrange table columns, follow the steps below:

Step 1: Navigate to your Manage Tab and select the group of records you wish to edit from the left navigation (Donations, Recurring Profiles, Pledges, Personal Pages, Team Pages, Organization Pages, or Ticket Orders).

Step 2: Select the Table Settings gear icon in the upper right.

Step 3: You can Add any column listed under Available Columns, and select the trash can icon to Remove any column listed under Visible Columns.

Step 4: Select the pencil icon on the Tags column to select or edit the tag that will always display first on your table.

Step 5: Drag and drop to reorder the Visible Columns, then Save Settings.

Additional Notes

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