How to Add/Remove Filters and Columns
Customize your CRM workspace by adding or removing filters to refine your search results. Each module includes default fields that can be used as filters, and you can add any additional module-related filters you need. Switch between Grid, Map, and Table views, customize visible columns, and export your filtered data with ease.
Step 1: Please navigate to your CRM URL.
Step 2: Firstly, please add the respective filters by clicking on **[Add/Remove Filters]**.
Step 3: Type to search for the respective field.
Step 4: Enable/disable the ones you are interested in.
Step 5: Toggle the filters on or off as needed.
Step 6: Continue adjusting your filter preferences.
Step 7: Have in mind that, in Properties module you can also change the way you see the properties. There are three different property views:
Step 8: Select **Grid View** to see properties in a grid layout.
Step 9: Select **Map View** to see properties on a map.
Step 10: In Map View, you can draw boundaries to search for properties in specific areas.
Step 11: Click on the map to start drawing your search boundary.
Step 12: Select **Table View** to see properties in a detailed table format.
Step 13: If you switch to Table View, you can also add/remove columns and rearrange them the way you prefer.
Step 14: Click on the columns button to customize your table.
Step 15: Type to search the respective field you want to add as a column.
Step 16: Modify your table view by enabling/disabling the respective fields.
Step 17: When you finish customizing columns, click **[Done]**.
Step 18: After implementing all filters and columns, please click **[Export]**.
Step 19: CSV format is selected by default. Please click **[Export]** to download your data.
