Changing Columns on a Smart List

TRANSCRIPT:

By default, there are certain columns that always show when you create a smart list in JourneyCARE, but these can be changed.

Get started by clicking into the contacts area. Then click on the smart list you want to change.

In this example, we're going to add the full address field to show on our members Smart list, so we will click on the list labeled members.

Next, click columns. A panel will appear that shows every field in your database in alphabetical order. A blue check indicates that the field is showing as a column. Simply uncheck any boxes that you don't need as columns and check the ones that you do want to show.

The change is made right away and you should see the columns you've selected.

If you just needed to see this information temporarily, there's nothing else you need to do. The columns will go back to the original settings when you leave this page.

However, if you want to save these columns so that the smart list always shows the information you've selected, click on more filters at the top right to pop out the panel that shows the smart list details.

There is a save button at the bottom of the panel. Click that and your new column selections will be permanent.

If you run into any trouble with your column selections, don't hesitate to drop us a line at the help desk. We're here to help.