Edit Contact Columns

Customise and store the contact information that you need, retrieve and edit while keeping it neat.
Learn how to Create and Edit Contant Columns on SleekFlow

Get the most out of the Contacts tab by creating your own contact columns to collect and store information that best suit your needs.

  1. Simply click on the "Edit Columns" button on top of the contact table.

Click on "Edit Columns" above the contact table

2. Choose to add, edit, delete, or hide columns.

Edit Columns popup

Adding a New Column

Scroll to the bottom of the "Edit Column" pop up and select "Add Column". You will be prompted to give the column a name ("Label") and select how you want the information to be collected and displayed ("Field Type").

For example:

  • Label: Contact Owner

  • Field Type: Single-Line Text (i.e Henson Tsai)

Adding a new column

Field Type Examples:

  • Single-Line Text: Henson Tsai

  • Multi-Line Text: Room9, Entrepreneurship Centre, Core D, Level 3, IT Street, Cyberport

  • Number: 2

  • Phone Number: 98765678

  • Dropdown Select: "Prospect", "Lead", "Customer"

  • True/False: "True", "False"

When adding a column with a "Dropdown Select" field type, key in an option into the text box and click on "Add Option" to add more options. Click "Delete" to remove the option. When you are done, click "Save" to save the information for the column.

Dropdown Select popup

These custom columns can be used as variables when running campaigns. They will be automatically available for use once added.

Editing an Existing Column

Hover over the column that you want to edit and click on the "Edit" button on the right. Make changes to both the label and field type and click "Save" to save the changes.

Deleting a Column

When you no longer need or want a specific column, hover over the column and click on the "Delete" button to remove the column permanently.

Hiding a Column

Hide less important columns when looking at the Contacts tab by hovering over the column you want to hide and click "Hide". The column will no longer be visible on the Contacts tab but the column and information within is still stored. Simply click "Edit Columns" on top of the Contact table, hover over the column and click "Unhide" to unhide the column and make it visible on the Contacts tab again.