InsuredMine CRM | Optimize and Grow Your Insurance Agency

Add columns in Contacts

In Contacts, you can add and adjust the position of the columns as per your choice and requirement. There are total 44 columns.

To access these additional columns,

  1. Click on the highlighted column icon next to the tag and it would open up a right panel (as highlighted in the red box) for you
  2. Select additional data fields or unselect the data fields already selected
  3. Click save to create and save your new default for column views.

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