You can change the column setup displayed in the Contacts, Accounts, Client Service, and Related Entries tabs of the following pane directly from the View bar in the following pane.
- In the Contact List, Accounts or Client Service, select the View bar, and click Column Setup in the drop-down list.
To select a column setup created by another user, you may first need to select Show All Column Setups at the top of the drop-down list.
- The list of available Column Setups are shown. Select one and click Use Now to retrieve.