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Help · CRM · Profiles

Pin a column to the left

Wide lists scroll sideways.

2 min readFor all rolesIn review

Pin the columns you read by, and they stay put beside the name while the rest moves.

In review: written from the product, not yet walked through live.

Point at a column and open its ▾. Pin to the left (1) moves it next to the name and keeps it there. On a pinned column the same item reads Unpin.
A column’s ▾ menu: (1) Pin to the left
The menu of the Updated column.

Open Enquiries in SkedX

2Or pin in the Columns picker

In Columns, point at a row in Shown · in this order and click its pin (1). Pinned rows sit right under the name, with a line (2) under the last one. Apply.
Shown · in this order with two pinned rows: (1) the pin on Phone, filled, (2) the line under the pinned rows
Phone and Email pinned, right under the name.

3Scroll sideways — they stay

The name and the pinned columns (1) hold still while the rest of the list slides under them (2). With nothing pinned, the list scrolls as it always has.
A list scrolled sideways: (1) First Name and the pinned Email holding still, (2) the other columns sliding under them
Scrolled sideways: the pinned block stays.

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Common questions

What is the “+N more columns” line above the list?

When the columns are wider than the screen, it says how many are to the right. Click it, or the arrow at the end of the header, to see them.

Can I pin the name?

While the name is the first column it stays on screen by itself once you pin any column next to it. You can move the name; anywhere else in the list it can be pinned like any column.

How many columns can I pin?

As many as you like — they make one block from the left. Pin only what you read by, so the rest has room.

Does my pin follow me?

On Enquiries and its profiles your pins are kept on your account with your columns, so they are the same on any computer. A saved view keeps its own pins when you save or update it.

Previous: Choose the columns a list shows, and their order · All Profiles guides

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