Never lose track of the columns in your longest tables again.
When scrolling down a table with many records, you can now pin the header so you can keep seeing each column''s name without having to scroll back to the top. You can enable this in the column settings, and Upnify will remember your preference the next time you open that table.
CRM
When scrolling down a long table, you no longer need to go back to the top to remember what each column represents.
When a table contains many records, reviewing it from top to bottom had a hidden cost: the header disappeared from view and, after a few rows, it was no longer as clear which data belonged to each column. The most common solution was to scroll back to the top, get oriented again, and then continue where you left off.
Now the header stays fixed while you scroll through the table, no matter how many records it contains.
The option is located in the same panel where you already configured which columns to display and in what order, so there is no new place to learn: it is simply one more checkbox in the same area.
How to enable it
- Open the Prospects list and click the configure columns icon.
- Enable the Pin Header checkbox and apply the changes.
- Scroll down the table: the header will remain visible at the top at all times.
What else should you know?
For now, the feature is available in the Prospects table; we will be enabling it in more Suite tables over the coming weeks. Your preference is saved by user and by table, so you can keep it enabled in some tables and disabled in others without the settings overlapping.
Enabling it does not change anything else: your visible columns, their order, your filters, and horizontal scrolling continue to work exactly as before.