Create a Custom Table to view contacts

Owned by Matt Kepple
Last updated: Oct 02, 2024
3 min read

Custom Tables enable you to choose the columns you want to display on a table of Contacts

Watch the walkthrough

https://www.loom.com/share/f64e08396fd64ffaa21a19b8c9797473

Steps

If you want to analyse or download longitudinal survey results, you might find it more useful to read this article instead: Longitudinal survey analysis using Waves and Custom Tables

  1. Select My Apps in the top menu

  2. Select Contacts

  3. You arrive in the Contacts App on the Overview tab

  4. Press the More Options button

  5. Select Custom Tables in the More Options dropdown list

  6. You arrive on the Custom Tables page

  7. Select the Create New Custom Table button in the top right corner (previously called Create new view)

  8. You arrive on the Create Custom Table page

  9. Give your Custom Table a name

  10. If you want colleagues to be able to view your Custom Table as well: set the owner as your Organisation by following these steps

    1. Click Me under the Owner dropdown list

    2. In the dropdown list, select Organisations

    3. Click the dropdown list under Visible to

    4. Select Organisation Colleagues (or Specific Individuals if you want to restrict it to specific people)

  11. Expand the lists of columns in the Available Columns box on the left. See the types of column that can be added to a Custom Table

    1. The Contact fields section contains the default fields that are available for your contacts

    2. The Contact category fields section contains any additional fields that you have added to your Contact Forms

    3. The Story Category fields section shows the Progress Trackers and Fields that exist in the Surveys used on the projects within your organisation

      1. For some of the Progress Tracker fields, you can choose whether you want a column for:

        1. the Most Recent Value recorded for that contact

        2. the Earliest Value recorded for that contact

        3. the Total Value from all the values that have been recorded for that contact

    4. The Mandatory Contact fields section shows system-generated fields that you can add

  12. Select the fields you wish to add, they will become bold once they are added to the Your Columns box on the right

  13. Press Save

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