Settings & customisation (19)

Custom fields, tags, views, filters, numbering and hiding features you don't need.

My pipeline statuses are not the same as my colleagues.

Modified on Mon, 23 Feb at 2:41 PM
Setting Up Custom Fields

Modified on Fri, 8 May at 12:00 PM
Switching and Customising Views

Modified on Fri, 6 Mar at 11:06 AM
Unable to setup Project auto-numbering

Modified on Fri, 3 Dec, 2021 at 8:24 PM
What are the different Show options in the filter panel for?

Modified on Tue, 20 Dec, 2022 at 8:41 AM
What is the Alias field for on company records?

Modified on Fri, 9 Sep, 2022 at 11:06 AM
What is the difference between a toggle button and a toggle list in custom fields?

Modified on Mon, 23 Dec, 2024 at 2:46 PM
Why can’t admins edit meeting tags and context in Ezekia?

Modified on Thu, 29 Jan at 5:29 PM
Why does the filter panel return more results than expected?

Modified on Mon, 13 Apr at 6:01 PM