What this feature does and when to use it?
Recruit CRM allows you to customize and arrange the fields (for Candidates / Companies / Contacts / Jobs) in the List View in any way you want!
Field visibility and column reordering let you control which fields appear as columns on list pages and in what order they appear from left to right.
You can use this feature when:
You want to quickly see the most important information on your list pages.
Use it when you want to organize your list view for better efficiency, focus on important fields, or reduce clutter by hiding unnecessary columns.
📋 Step-by-step instructions on how to customize the field arrangement
Please note that only users with the appropriate permissions will be able to edit the column/field arrangement. Click here to learn more.
1. Go to the Candidates / Companies / Contacts / Jobs list page, depending on which records you want to customize.
2. On the top-right of the list page, click on the Pencil icon to open the column settings panel and view all fields that are available in your database.
3. Now tick the fields you want to make visible on the List page. The fields will be divided in 'Visible Columns' and 'Hidden Columns'. You can also quickly find the fields using the search bar.
4. You can rearrange the order of the fields by dragging the field up or down and by clicking on Apply.
That's it. Your column order will reflect immediately!
How to set up a default field arrangement for the entire account?
If you are the Account Owner you can set up a default column arrangement on the Candidate/Contact's List Page for all users in the account.
While editing the visibility of the columns, you'll have the option to switch to "Others View". All changes you make in this view will apply to all the users in your account.
If you wish to enforce the column arrangement and prevent the users from having a different setup, you can simply turn on the toggle. This will ensure that the account owner's column arrangement remains the same for all users in the account.
Users with an Admin role or custom permissions will still be able to rearrange the column even if the toggle is on.
If you're creating/editing a custom role, you just need to make sure to enable the "Allow User to Choose their Own Field Order and Visibility"
You can also create custom fields from the Admin Settings for all entities (Candidate / Company / Contact / Jobs) and add them to the List View.
Troubleshooting
Problem: I can’t change the column order or visibility.
Problem: I can’t change the column order or visibility.
Likely cause: Your role doesn’t allow custom field order and visibility, or an enforced layout is applied.
What to check: Confirm your role and whether “Allow user to choose their own field order and visibility” is enabled. Check if the Account Owner has enforced a default layout.
Resolution path: Ask the Account Owner to adjust your role permissions or to make changes to the enforced layout if appropriate.
🤔FAQs
Does changing my column visibility affect other users?
Does changing my column visibility affect other users?
No. Changes you make typically apply only to your own view unless you are the Account Owner editing the 'Others view' and enforcing a layout.
Conclusion:
By adjusting field visibility and column order on your list pages, you can create focused, efficient views that match your daily workflows. Use role-based permissions and enforced layouts where needed to balance flexibility with consistency across your team.