How do I customise the Accounts and Contacts lists on my Thynk home page?
By Thynk· Published · Updated
Pick or create a list view, add filters, choose columns and sort order to tailor your home page lists.
Full answer
You can tailor the Accounts and Contacts lists on your Thynk home page to show what matters most to you.
- Choose or create a list view, for example "My active accounts".
- Add filters, such as account type, owner or last activity.
- Select and reorder the columns, such as account name or contact phone.
- Set the sort order.
Your key clients and contacts are visible as soon as you log in, which speeds up follow-ups.