Customizing your Lists (Contacts, companies, etc.)

karma allows you to customize what information is displayed from your records in each of your lists, including the option to display custom fields.

On the left side of your list, click the list name and then select “Customize this list” to customize which fields of information you see about your contacts.

NOTE: You can customize any list in karmaCRM, not just the contacts list.

Select and drag using the top bars above contact information to reorder the information displayed in the list. Check or uncheck the boxes next to contacts’ information to customize what information appears in the list.

The screenshot above shows only a few of the many fields you can add to your list. Custom fields can also be included. 

When you've selected all the desired information, click update.

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