General

Customizing Your Layout Display

Contact & Company Profiles

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This article shows how to customize your table display layouts with the new Seamless.AI Dynamic Layout update.

To learn more about enabling the Dynamic Layout and updated capabilities, check out the Seamless.AI Dynamic Layout article.

This guide provides step-by-step instructions for customizing table display layouts using the Seamless.AI Dynamic Layout update. Learn how to reorder, filter, and adjust columns to prioritize key information and optimize your workflow. Explore advanced features like sorting alphabetically, wrapping text, and adjusting column widths to create a tailored viewing experience.

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Getting Started

The newest update to Seamless.AI provides users with many new and advanced features, including ability to customize the layout of researched contacts and companies.

Customizing Display Pages

Customize your display layout to select and prioritize the profile information in your preferred format. Select and order the columns of information as you need, move columns further to the left to prevent the need to scroll, or select particular information that you want.

1. Navigate to the My Contacts, My Companies, Contacts Search, or Companies Search page to customize the display layout to your preferences.

2. Click the Customize Layout icon.

3. Select or deselect the columns of information you want displayed for each profile row.

4. Reorder columns to your preferences. Click on the 6 dots and drag the column up and down.
The order of display in the middle window top to bottom is how columns will be displayed left to right in the table layout.

Select and deselect columns to display and then drag to rearrange order

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5. When desired updates are made, click Save. The display layout should update immediately, if it does not simply refresh your page!

Customize View Walkthrough Video

Further Customize Your Table Display

For further customized and filtered display, select the drop down arrow on the header row. This allows you to wrap text in the cell, filter to specific content, or hide the column. On the My Contacts or My Companies Page, you have the additional capability to filter and display profiles alphabetically on several columns!

Sort the Company column alphabetically to organize contacts at the same company at a glance!