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Session Id :
Microsoft Dynamics CRM (Archived)

Change columns for Contacts on Account view

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Posted on by 750

By default the CONTACTS section on the right of the Account page has 2 columns: Full Name & Email.

I'd prefer to have that show Full Name, Title, and Phone.

How can I adjust this?

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  • Suggested answer
    CRMInnovation.com Profile Picture
    on at

    You will need to go into customizations for the Contact entity, go to views and edit the Contact Associated View to add/remove the columns you want to display. Then save and publish the customization.

  • Suggested answer
    GL-23071537-0 Profile Picture
    on at

    Hi Jeff,

    If you are on CRM Online and you are talking about the sub-grid on the right of the Account, then you want to modify the System View under Contacts (under Settings-->Customizations) called Active Contact Sub-Grid View.

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