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Can I Filter Accounts by Which Organization Created Them?

Updated over 2 weeks ago

If you don’t see the Organization column on your Accounts page, you can easily add it using the column selector tool.


Step 1: Open the Accounts Page

  1. From the left-hand navigation menu, click Accounts.

  2. You’ll see a list of all your accounts.


Step 2: Open the Column Settings

  1. In the top-right corner of the table, click the Columns button (it may appear as three horizontal lines).

  2. A dropdown menu will appear, showing a list of available columns you can display.


Step 3: Enable the “Organization” Column

  1. In the dropdown list, find and check the box beside Organization.

  2. Once selected, the column will automatically appear in your Accounts table.


Step 4: Adjust Column Order (Optional)

  • You can drag and drop columns to reorder them directly in the table.

  • This helps you keep the most relevant information — like Organization, Account Name, or Primary Contact — visible first.


Step 5: Save Your View (Optional)

  1. After customizing your columns, click Save View at the top of the table.

  2. This ensures your chosen layout (including the Organization column) remains visible every time you open the page.


✅ Tip:

You can use this same method on Contacts, Bookings, or Proposals pages to show or hide different data columns — for example, Account, Email, Status, or Market Segment.


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