Viewing and Customizing the Customer Accounts List

Suppliers can view the list of accounts and use the filters to narrow the results to a subset of data for review.

You can also customize the columns on the list to view the most relevant information at a glance. 

1. Navigate to Leads & Deals > Accounts.
2. View the list of accounts.

3. Click the icon on the top right-hand corner of the table to open the Column Configuration window. 

   

4. Selected Columns shows the columns that are currently in the table, in the order in which they display.

   Available Columns shows the columns that can still be added to the table.

   To add a column to the table, or move an existing one, drag and drop it to the required position in Selected Columns.

   Alternatively, you can remove a column from the table by clicking the X icon next to it in Selected Columns.

5. Once you have your desired column configuration, click Save.

   If you are an Administrator, you can enable the Save As Default option if you want this configuration to be used by all users in your Unifyr One Admin account (except those users that have made a change to their own Column Configuration).