This feature works for:
Account: All Accounts
Plan subscribed: All plans
Before you begin:
Things to take note:
- When you are on a page with a list of contacts, you may want to customise the fields you want to view or filter contacts by
There are three areas where you can customise fields:
1. For contacts in a project
- Used when you want to obtain information about contacts in a project
2. For contacts in your account
- Used when you want to obtain information about contacts in your projects
3. For contacts in your Organisation
- Used when you want to obtain information about your Organisation's members, including contacts in projects managed by Sub-Organiser(s)
- This is only applicable to the Main Organiser in the 'Manage My Organisation' tab
Instructions:
1. On your bantu Workspace Dashboard, click 'Manage Project' on the project that you want to customise fields
2. Scroll down to the master table of contacts and click 'Customise'
- This enables you to select the fields you want to view for contacts in the master table and apply filters to, as seen below:
Note: You can also select custom fields that you have created, if any.
- Once done, click 'Close'
Note: You can customise fields for the master table of contacts in 'Manage My Account' and 'Manage My Organisation' by repeating step 2 above.
What's Next?
You can now filter your member data after customising the fields in the master table.