How do I add, edit, sort, or delete CRM columns?

Short answer

CRM columns are the fields on a board. You can rename visible column labels, adjust column types, sort by column data, and delete columns when they are no longer needed.

Learn moreHow do CRM boards, groups, and columns work?How do CRM automations work?

Column settings

  • Use the column menu to open settings instead of relying on hover behavior.
  • Click the visible column name when you only need to rename it.
  • Do not expose or edit system keys in normal CRM use because automations depend on stable internal references.
Learn moreHow do CRM automations work?How do CRM boards, groups, and columns work?

Column types

  • Choose the right type for the job, such as status, dropdown, multi-select, people, date, time, phone, email, or text.
  • Status options can use custom colors so progress is easier to scan.
Learn moreHow do CRM boards, groups, and columns work?How do CRM automations work?

Sorting and deleting

  • Use the sort control on a column to organize rows by that column's data.
  • Use selected-row actions for bulk operations and use column settings when a column should be removed from the board.
Learn moreHow do CRM boards, groups, and columns work?

Related articles

How do CRM boards, groups, and columns work?Learn moreHow do CRM automations work?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.