Common Operations

How to Customize Field Visibility and Arrangement in ATZ CRM

Customize ATZ CRM list columns by showing, hiding, and reordering fields for candidates, jobs, contacts, organizations, deals, and placements.

Quick Answer

Open an entity list, select Edit Columns, toggle fields on or off, drag fields into the order you want, and save the column layout.

What Field Visibility and Arrangement Controls

Field visibility and arrangement control which columns appear in entity list views and in what order. This helps recruiters focus on the data that matters most for the workflow they are using.

Common entities include:

  • Candidates
  • Jobs
  • Contacts
  • Organizations
  • Deals
  • Placements

Step 1: Open an Entity List

Go to the entity you want to customize. The process is similar across supported entities.

Step 2: Select Edit Columns

Click Edit Columns from the top-right area of the list.

Open Edit Columns in ATZ CRM

Step 3: Show, Hide, or Reorder Fields

Use the field controls to:

  • Toggle a field off to hide it.
  • Toggle a field on to show it.
  • Drag fields up or down to change column order.

Customize field visibility and order

Note: The Name field is a default field and cannot be removed.

Step 4: Save the Layout

Save your changes. The list updates based on the selected field visibility and order.

Use Cases

Recruiter Daily Views

Show fields such as stage, owner, source, phone, email, and last updated date.

Reporting Views

Show fields needed for export, reporting, or manager review.

Cleaner Search Workflows

Keep searchable fields visible when you plan to use Advanced Search filters.

Troubleshooting

Field Is Not Available

The field may not exist for that entity, or your role may not have access.

Advanced Search Filter Is Missing

Make sure the field is visible in the list view.

Layout Does Not Save

Save changes before leaving the page and refresh to confirm the layout.

Frequently Asked Questions

Is this the same as form field visibility?

No. Edit Columns controls list/table views. Form field visibility is managed from admin data customization settings.

Can different users have different layouts?

This depends on account behavior and permissions. Confirm with your admin if layouts should be standardized.

Should I hide unused fields?

Yes. Hiding low-value fields makes lists easier to scan.

Need help?

Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.