How to Freeze Any Column on the Listing Page in Kylas CRM?

Freezing columns in Kylas CRM enables users to keep important information visible whenever needed while navigating through wide tables. This feature is particularly useful for sales, operations, or support teams who need to retain visibility of key fields that are aligned with the record.

Prerequisites

1. You are logged into your Kylas CRM account.
   
2. You have access to the specific module (Leads, Deals, Contacts, etc.).
   
3. Your listing view is set to "List View" (not Kanban).
   

Table of Contents

1. Purpose of Freezing Columns
2. Key Behavior of Frozen Columns
3. Step-by-Step: How to Freeze a Column
4. Additional Notes
5. Example Use Cases
   
6. Best Practices
   

Purpose of Freezing Columns

1. Improve visibility of essential fields.
2. Simplify data review during scrolling.
3. Minimize manual tracking and errors.
   
4. Enhance efficiency for data-heavy workflows.
   

Key Behavior of Frozen Columns

Feature	Description
Frozen Columns	Remain fixed when scrolling horizontally across the table.
Scrollable Columns	Move while navigating through the table.
Freeze Order	Columns freeze from left to right in the order they are selected.

Step-by-Step: How to Freeze a Column

Step 1: Open the Entity Listing Page

Navigate to the listing page of the module you want to customize (e.g., Leads, Deals, Contacts).

Step 2: Identify the Column to Freeze

Locate the column you want to freeze. Hover over the column header to reveal the options icon (a small arrow in the top-right corner of the header).

Step 3: Access the Column Options

Click the arrow to open the column options menu.

Step 4: Select "Freeze Column"

From the dropdown menu, select the option labeled "Freeze Column". This will pin the column to the left, keeping it visible while scrolling.

Step 5: Scroll Horizontally to Verify

Move horizontally across the table to confirm that the selected column remains in place.

Illustration:

Additional Notes

1. You can freeze more than one column; they will be pinned in the order they appear from left to right.
   
2. Only columns currently visible in your listing layout can be frozen.
   
3. Changes may reset if you clear your browser cache or reset the table layout.
   

Use Case

Business Function	Use Case Description	Suggested Columns to Freeze
Sales	Quickly identify and act on leads without losing sight of primary contact details.	Lead Name, Phone Number, Deal Stage
Inside Sales	While cold calling, keep lead names and disposition visible during outreach.	Lead Name, Call Status, Last Activity Date
Sales Management	Monitor team performance while scrolling across conversion metrics.	Owner, Pipeline Stage, Deal Value
Customer Support	Track tickets with customer details pinned for every conversation.	Ticket ID, Customer Name, Phone, SLA Status
Marketing	Analyze campaign leads while always seeing the source and status.	Campaign Name, Lead Name, Status, Source
Recruitment	Review candidate records by keeping name and contact info pinned.	Candidate Name, Phone, Email, Job Role
Finance	While reviewing invoice listings, retain visibility of client and due date columns.	Invoice Number, Client Name, Due Date
Logistics/Dispatch	Monitor live job statuses across delivery areas without losing key identifiers.	Job ID, Client Name, Location, Status
Training Teams	Manage large trainee databases, keeping track of names and batch codes.	Trainee Name, Batch ID, Course Name
NGOs & Programs	Track program participation across cities with key demographics fixed in view.	Beneficiary Name, Program Name, City, Category
Retail Operations	Monitor outlet-wise sales or stock positions.	Outlet Name, Product Code, Current Stock, Sales Region
Project Management	Keep track of multiple projects and ownership details.	Project Name, Owner, Timeline, Status

Best Practices

Best Practice	Rationale
Freeze only essential columns	Keeps interface user-friendly and uncluttered.
Use in combination with filters	Speeds up record analysis and data entry.
Avoid freezing too many columns	​May lead to reduced space for scrollable data.
Periodically review your layout	Ensures it aligns with your team’s current workflow needs.

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