Adding Columns to Your Searches

Learn about advanced columns that you can add to your lists.

Nicole avatar
Written by Nicole
Updated over a week ago

Advanced columns are more than just data... They are columns that allow you to take some type of action, like adding a new quote or order on the job, perform a calculation for you, such as determining someone's age, or pull data from somewhere else, like looking to the calendar to determine if there are other jobs on the same job date.

Add New Quote to your Leads List

Add New Order to your Jobs List

See Leads with a Double Booking warning

See Jobs with Open Deliverables

See a Contact’s Age and Next Birthday

The age column is calculated automatically based on birthdate. Since we don’t always talk about age in years, there’s some natural language magic depending on how old the contact is:

If the contact is less than:
     14 days old the age displays in Days.

If the contact is less than:
     3 months old the age displays in Weeks.

If the contact is less than:
     2 years old the age displays in Months.

If the contact is more than:
     2 years old the age displays in Years.

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