Can I customise the CRM table, its views and search?

The customer management table in Vareons is built for customization around how each user works. Optional columns can be shown or hidden, and preferences persist per store and user through a dedicated endpoint. The pipeline itself renders as a table, a kanban board, or a calendar on large screens, with a dedicated cards view for mobile and a smart default by screen size. Customer search works instantly through a search index covering full name, email, phone, and customer id.

Steps for customizing the table and views

1. Open the customers table and keep the columns you need daily, hiding the rest from the column settings.
2. Save the preferences so they stay tied to your account inside the store without reconfiguring each time.
3. Switch between table, kanban, and calendar views by task: table for comparison, kanban for stage movement, calendar for appointments.
4. Use instant search by name, email, phone, or customer id for fast access.
5. Revisit the customization periodically as team priorities change so visible columns stay useful.

Per-user customization means a sales owner may see different columns than a follow-up owner without conflict, since preferences persist per account. The smart default view by screen size also keeps work smooth on both mobile and desktop.

For more, read CRM availability, leads pipeline support, and capturing and following up leads, or browse the answers hub.