Overview

Keep the details you work from front and center, and tuck away the rest. The Display menu on People, Tasks, and Deals lets you pick which columns show in your lists and how your deal cards look on a board. On Tasks, you can also sort from the column headers and see at a glance where each task lives.

Display only changes what you see. It never edits or deletes anything in your database.

Choose your columns on People

1. Click People in the left menu.

2. Click Display at the top right, above your list. The badge next to it shows how many columns are hidden right now, for example 6 hidden.

3. Check or uncheck columns in the Toggle Columns list. A checked column shows in your list. An unchecked one is hidden. The change applies right away and the hidden count updates.

For example, check Birthday and the column appears in your list while the badge drops to 5 hidden.

4. For a shortcut, click Show All to turn on every column, or Reset to put your list back to the default columns.

5. Click anywhere outside the menu or press Esc to close it.

Columns you can show on People: Role, Stage, Sources, Last Contacted, Email subscription, Household, Birthday, Next Task, Deal, Properties, Focus Property, Groups, and Home Address.

Name and Actions always show, so they appear greyed out in the list.

Choose your columns on Tasks

1. Click Tasks in the left menu. All Tasks opens with three columns: Task, Due Date, and Source. Your tasks are grouped by when they are due, under Overdue, Today, Tomorrow, and Later.

2. Click Display at the top right. The badge reads 4 hidden. Those four are Deal, Status, Priority, and Person.

3. Check the columns you want. Each one appears in your list right away, after Due Date and Source.

4. To get back to the default view, uncheck them again. The badge returns to 4 hidden and your list shows Task, Due Date, and Source.

Select, Complete, Task, and Actions always show, so they appear greyed out in the list.

Sort your tasks

1. Click a column header, such as Due Date. An arrow appears next to the name and your tasks sort by that column.

Your groups stay in place. Sorting by Due Date puts the earliest date first inside each group, so Overdue still sits at the top.

See where each task lives

The Source column shows what each task is tied to, so you can tell at a glance whether it belongs to a deal or to someone in your sphere.

A task linked to a deal shows a Deal badge followed by the deal name. The deal shows even when the task also has a person.

A task linked only to a person shows their initials and name.

A task that is not linked to anything leaves Source empty.

Link a task to a deal from the Tasks list

1. Click the task in your list. The Edit Task window opens with the due date, the person, Deal, and Priority across the top, and the task name below.

2. Click Deal and choose the deal.

3. Click Save. Once the list refreshes, Source shows the Deal badge. If you have the Person column turned on, the person still shows there.

Change how your deal cards look

1. Click Deals in the left menu, then choose a board such as Buyer or Seller.

2. Click Display. The menu closes after each choice, so reopen Display to change the next setting.

3. Pick a layout. Board shows your stages side by side. List stacks the stages top to bottom with each deal underneath.

4. Set the card details you want to see:

• Minimal Cards: shows only the deal name, contact, days in stage, and tasks completed. While it is on, the other card settings are greyed out.
• Description: choose Compact, Expanded, or Hide.
• Property on cards: turn the property line on or off.
• Open tasks on card: Hide, Up to 1, Up to 2, or Up to 3.
• Card top accent: Off, or Task urgency, which adds a colored bar to the top of the card with a priority label such as High.
• Deal title: Normal or Large.

Good to know

• Your People and Tasks columns stay put after you refresh the page.
• Sorting on Tasks resets when you refresh the page.
• On a wide Tasks list, scroll sideways and the Task column stays pinned on the left, so you never lose track of which task you are reading.
• Source on Tasks shows where a task lives. It is not the same as the Sources column on People, which tracks where a contact came from.
• Deal card settings follow you from board to board. Set them once on Seller and you will see the same look on Buyer.
• Email and Reports do not have a Display menu.
• Want a narrower list, not just fewer columns? Pair Display with filters. See Filter your People list and save views.

Troubleshooting

Source still shows the person after you link a deal. Refresh the page. The Deal badge appears once the list reloads.

A message reading "Failed to load contact stage, role, and source settings" covers the Display button on Tasks. Refresh the page. The message clears and Display works again.

Watch it