Create a Custom View

How to adjust what fields appear in the Main View and export to a CSV

Update the main database view quickly using the field selection tool to hide, show, and pin fields.

When a field is pinned, its position shifts so that it becomes the first field you see. This allows you to conveniently change the main database view on an ad-hoc basis without making permanent changes to the setup of your field positions. 

You can also hide fields from displaying in the main view or appearing in export to excel. This is helpful if you want to view or export data in select fields only as opposed to exporting unnecessary data. 

Note: If a database contains a Primary Key, it will be pinned by default. To unpin the Primary Key simply click the Pin icon.

 

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.

 

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