Quick Tip: Add Columns faster in Advanced Find

Here’s a quick tip that will save you some clicks if you want to edit or create a View in CRM Online. You can dictate the insertion point of a new column, thus skipping having to manually move it into place with the green arrows. I’ll show you what I am talking about.

If we open the Advanced Find window for a View, we can click Edit Columns in the ribbon in order to add, remove, and move columns. Normally, when you add a column, it will be added as the last column to the far right, and you then have to click the green left arrow a number of times to move it into place.

Instead, before you click Add Columns, you can select the column that is to the left of where you want the new column to be inserted. In the example below, notice I select the Name column first, and then click Add Column. The Add Columns window opens, I select the Created On column, and then click the OK button.

Quick Tip Add Columns faster in Advanced Find

Quick Tip Add Columns faster in Advanced Find

 

The newly added column is inserted immediately to the right of the Name column.

If you’re a Success Portal subscriber, check out this related video for more information about Modifying a Public View.

If you’re not yet a subscriber, here’s a sample of the same video.

Hope this tip helps!

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