The columns in the My Session tab are customizable. You can customize the columns by following the steps below:

1. In the Settings » General tab, you will find the Customize Columns section at the bottom of the page.

2. 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 – This option will be selected by default and all the mandatory columns that will be displayed in the My Session tab will be auto-selected in the Selected Columns pane.

NOTE: If you are uploading a CSV then use the Record Type – ‘Default View’

• Contact – Select to configure the additional columns that you would like to have displayed in the Call Disposition window (apart from the default columns) when importing Contacts from CRM (using the ‘Add From CRM’ feature).

• Lead – Select to configure the additional columns that you would like to have displayed in the Call Disposition window (apart from the default columns) when importing Leads from CRM (using the ‘Add From CRM’ feature).

• Activities – Select to configure the additional columns that you would like to have displayed in the Call Disposition window (apart from the default columns) when importing Activities from CRM (using the ‘Add From CRM’ feature).

3. 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 .

The following are the mandatory columns in Koncert, which cannot be moved out from the Selected Columns pane:

• • Account Name
  • Contact Name
  • Phone Columns

NOTE: When attempting to remove any of the mandatory column from the Selected Columns pane, an alert message below will be displayed:

4. 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.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.