Every agency in Loxo can make adjustments to the way data is captured and displayed, depending on what works best for their team. Only the admins on the account can make changes to the overall "Grid" or the fields that are enabled for things like Jobs, People, Companies, and Deals.
Each user, even non-admin team members, can control whether they're viewing their own data or the data across their team. If you are on a page and you aren't seeing all of the records that you expected to see, make sure that you have selected "All Activity" to the right of the search bar. If you have "My Activity" selected, you will only see records, projects or activities that have you listed as the "Owner."
Watch the overview video below to learn how to manage your data fields in Loxo. Use the links below to navigate to step-by-step instructions and more information.
Note: You must be an account admin to make the customizations listed below in this guide. If you are not an admin and you have questions about adding, updating, or removing a certain field across the pages in your database, please reach out to your account admin for further assistance.
Change the Columns Shown on the Page
You can customize the People, Deals, and Companies pages to be more productive and focus on the data you need. Continue reading below to learn how to rearrange the order of the fields/columns or to change the fields that are visible.
Note: Only admins can customize the Grids for your team. All users will see the same customizations when they log in.
Before updating your People, Sales CRM or Companies grid, we recommend that you have an understanding of The Loxo Workflow and feel comfortable navigating the People page. It will make this process much more intuitive!
You can follow the steps below to make changes to the People, Sales CRM and Companies pages using the same Customize Grid window. This article will be using the People page as an example.
To change the order in which columns are displayed on a page Grid, follow the steps below:
Look to the top right corner of the page.
Click on the Gear icon.
*Note, if changing, creating, or editing fields in Loxo Deals, you must be in the List view, not the Kanban:
The Customize Grid window will appear. Here you can:
Adjust the field names to display the label you want
Drag & Drop the rows using the icon on the far-left to order the columns. The first column on the list here will be the first column on the left-hand side in the Grid/List view.
The top-to-bottom rank order of the Field Names will determine the left-to-right order in the List view. This will also determine the order that fields are listed on the record itself.
Add a Column to the Page
You can follow the steps below to make changes to the People, Deals, and Companies pages using the same Customize Grid window. This article will be using the People page as an example.
To add a column to a page view, follow the steps below:
Look to the top right corner of the page.
Click on the Gear icon.
*Note, if creating a new custom field in the Sales CRM, you must be in the List view, not the Kanban:
The Customize Grid window will open. Scroll down to the bottom and click the blue "+ Add" button in the bottom right corner:
Type the desired field name into the new row that appears at the bottom of the Customize Grid modal
Use the "Choose Type..." dropdown to select the Field Type, such as Text, Number, Date, Hierarchy, etc.
Check the boxes to display this field in certain views:
Check the box if the new field should show in the Grid/List view. Leave the box unchecked if the new field should not show in the Grid.
Check the box if the new field should show on the Profile/Record. Leave the box unchecked if the new field should not show on the Profile/Record.
Check the box if the new field should show on Deals. Leave the box unchecked if the new field should not show on Deals.
Don't forget to click Save at the bottom of the Customize Grid window!
Remove a Column from the Page
Each page includes several built-in rows as well as the ability to add any custom fields. Removing fields from being displayed on the List view is a simple checkbox. A custom field that has been added to your database can also be removed altogether.
The same is true for the Sales CRM and Companies pages, but the instructions below will use the People page as an example.
To remove a Built-In data field from a page:
Changing a Built-In data field's visibility is as simple as selecting whether the field will, or will not, be displayed. To update the visibility for a field, follow the steps below:
Go to the page that you want to change.
Click on the Gear icon in the top right corner.
*Note, if managing fields in the Sales CRM, you must be in the List view, not the Kanban:
The Customize Grid window will open. Notice that there are three different columns with checkboxes.
To remove a field from showing on the List view, uncheck the box for "Show in Grid?"
To remove a field from showing on the Profile/Record, uncheck the box for "Show in Record?"
To remove a field from Deals, uncheck the box for "Show on Deals?":
Don't forget to scroll down to the bottom of the window to click "Save"!
To remove a custom-added data field from a page:
You can change the visibility of your custom fields following the same steps for our built-in fields. Custom-added fields can also be removed entirely from the list of data fields. To delete a custom field:
Go to the page you want to change.
Click the Gear icon in the top right corner.
The Customize Grid window will open.
Click the red 'Remove' button on the right of the field that should be removed:
Don't forget to scroll down to the bottom of the window to click "Save" when you're finished!
Deleting custom fields is a permanent action that cannot be undone. When you click "Save" after deleting fields, you will see a pop-up that asks you to confirm that you understand and agree to the changes you are about to make. You will need to enter your full user name into the text box before you will be able to "Save."
Change Filter Logic on a Field
Once you have your custom fields set up and the List view is configured the way that you would like your team to see it, you can make adjustments that help with the searchability across the page. One of the ways to search for candidates is by using the column headers to filter specific fields. Visit the Help Center to read more about searching the People page, and keep reading below to learn how to change the logic on a custom field filter.
Note: Only account admins can customize the Grids for your team. All users will see the same customizations when they log in.
If you are using the People page to search for particular candidates, or people who fit certain criteria, the column headers are a great way to narrow your search. Filters are applied to the data using AND/OR logic.
To change a filter from AND to OR, or from OR to AND, follow the below steps. In this example, we will update the 'Candidate Rating' field to filter using OR logic. The goal will be to filter people who have been rated as 5-stars OR 4-stars so that the results shows both groups of people.
Navigate to your People page.
Click the Gear icon in the top right corner.
Scroll to find the field that you want to change. Use the dropdown in the column that says AND/OR Behavior for that row.
Select whether you want filtering to occur in a mutually exclusive way (AND) or an inclusive way (OR). Choosing AND will mean that a record needs to have each selected value when filtered by multiple values. Choosing OR will mean that a record could have any of the selected values when filtered by multiple values.
Click "Save" at the bottom
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