Control visible lead columns
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Hide selected columns from the result table and export presentation.
Where to goAdmin Area → Lead Filters → Lead Filters
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
Hide selected columns from the result table and export presentation. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Hide Columns.
- Select each column to hide.
- Apply the report.
- Verify the DataTables visibility state.
- Use the column-visibility control to review available columns.
Fields and options
Standard columnsName, company, email, phone, geography, status, source, dates, public, assigned and tags.
Lead ValueAvailable when the CRM database version is at least 250.
Custom fieldsVisible lead custom fields are included.
Rules and limits
- The module disables bulk actions for this report table.
- Hiding a column is not an access-control mechanism.
Check it worked
- Column visibility completes without a validation or permission error.
- The refreshed report, menu or saved-template page shows the expected state.
- A second authorised user sees only the records and navigation allowed by their core CRM permissions.
Security, privacy and operational checks
- Test changes with a non-production record or a controlled administrator account before wider rollout.
- Do not use navigation visibility as a substitute for core CRM record permissions.
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