How to Resize Columns in Outplay
Outplay's interface allows you to resize columns for a more personalized view, improving how you manage and navigate through data across multiple pages. This feature is available on key pages like Prospects, Accounts, Opportunities, Tasks, and Triggers, ensuring flexibility in data viewing across different modules.
Why Resize Columns?
Resizing columns enables you to:
View important information without scrolling.
Tailor the data layout based on your workflow.
Focus on specific details like account names, statuses, or due dates by adjusting the view to your preference.
Steps to Resize Columns:
Navigate to the Desired Page:
Go to any of the following pages where column resizing is enabled:
Prospects
Accounts
Opportunities
Tasks
Triggers
Hover Over the Column Border:
Move your cursor to the header section of the column you wish to resize.
You’ll notice the cursor changes to a horizontal resize icon (a two-sided arrow).
Click and Drag:
Click and hold the column border, then drag it to the left or right to resize the column to your desired width.
Release the mouse when you're happy with the new width.
Save Your Preferences:
Your new column width will be saved automatically, so the next time you log in, the columns will remain in the same configuration.
Additional Tips:
If you have a lot of information on your dashboard, resizing columns can help you reduce clutter and improve readability.
Combine resizing with the filter or sort options for an even more organized view.
This feature offers enhanced flexibility, enabling you to display data in a format that suits your needs, making it easier to manage your daily tasks effectively.
Why Resize Columns?
Resizing columns enables you to:
View important information without scrolling.
Tailor the data layout based on your workflow.
Focus on specific details like account names, statuses, or due dates by adjusting the view to your preference.
Steps to Resize Columns:
Navigate to the Desired Page:
Go to any of the following pages where column resizing is enabled:
Prospects
Accounts
Opportunities
Tasks
Triggers
Hover Over the Column Border:
Move your cursor to the header section of the column you wish to resize.
You’ll notice the cursor changes to a horizontal resize icon (a two-sided arrow).
Click and Drag:
Click and hold the column border, then drag it to the left or right to resize the column to your desired width.
Release the mouse when you're happy with the new width.
Save Your Preferences:
Your new column width will be saved automatically, so the next time you log in, the columns will remain in the same configuration.
Additional Tips:
If you have a lot of information on your dashboard, resizing columns can help you reduce clutter and improve readability.
Combine resizing with the filter or sort options for an even more organized view.
This feature offers enhanced flexibility, enabling you to display data in a format that suits your needs, making it easier to manage your daily tasks effectively.
Updated on: 17/10/2024
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