The columns in the My Session tab are customizable. You can customize the columns by following the steps below:
- Go to Settings » General tab. You will find the Customize Columns section at the bottom of the page.
- In this section, you can arrange your views in the My Session tab based on Record Types – Default View, Activities, Contact, and Lead.
- Default View – Default columns will automatically be selected in this view. The data you see while dialing in the My Session tab will be shown here.
- Contact – Select to configure the columns that will be displayed on the call disposition window when getting a connection while dialing Contacts.
Remember, if you are uploading a CSV then use the Record Type – ‘Contact’.
- Lead – Select to configure the columns that will be displayed on the call disposition window when getting a connection while dialing Leads.
- Activities – Select to configure the columns that will be displayed on the call disposition window when getting a connection while dialing Activities.
- Select the required columns to be displayed in the My Session tab from the Available Columns pane and move them to the Selected Columns pane using the right arrow icon
.
- You can rearrange the columns in the Selected Columns pane by selecting the field and using the Up
and Down
arrows.
Remember, depending upon the width, the first 7 columns in the default view will be available to view on the My Session page. The columns in the Contacts/Leads/Activities will be displayed in the Details pop-up screen and in the Call Disposition window > Contact info tab.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.