How do I enable the new full-screen table and Kanban board views?

Please note that the new full-screen table and Kanban board views are currently in beta. You can enable this beta feature by following the instructions below. 

We have two new views in beta that allow you to view people, companies, or properties (or projects, deals, etc...) in a table layout or full-screen Kanban board layout. 

Cloze now includes three views to visualize your information:

1. Table View
2. Kanban Board View
3. 2 Column View

With this beta enabled, you can:

• Switch between the classic, two-column layout, the new full-screen Kanban board, and the new table view.
• See the new Kanban board view
  • See more columns with the full-screen view.
  • Select various groupings.
• See the new Table view
  • Customize the columns included in the table.
  • Resize and reorder columns.
• View a wider, more focused view of a person's profile while in the Kanban board or Table view. 

How to enable the new full-screen table and Kanban board views

1.) Tap on the More Options menu (...) and select Settings.

1. Tap on More in the lower left on your computer (cloze.com). 
2. Select Settings. 

2.) Tap on Display and Layout to expand the section. 

1. Tap on Display and Layout to expand the section.

2. Scroll down to the App Betas section and enable New List Views (toggle to the right). 

Once enabled you will see new options:

1. Navigate to the People section (or another section).
2. Tap on the View Settings icon. 
3. Select the 2 Column layout, or
4. Select the Table layout, or
5. Select the Kanban Board layout.
6. Optional: If using the 2 Column layout you can adjust the far left column width.

Table view

Read more about the Cloze Table View.

Select the columns to include in the table:

1. Tap on the Column menu.
2. Select the columns to display - Scroll down the menu and tap on the checkmarks to select Stages, Segments, Tags, Custom Fields, anniversary dates, and more. 

1. Tap on any column heading to adjust the settings.
2. Column position - Use the arrows to move the columns as needed. 
3. Column width - Use the slider to adjust the width of the column.
4. Remove a column - Remove a column as needed.

View a person in the Table view mode. 

Full Kanban Board view

Read more about the Kanban Board view.

Kanban Board column options

1. Tap on the Column Options icon, then use the various settings to refine your view.
2. Show No Stage - show people with no Stage set (e.g. Warm or Hot set). Note the first column in the screenshot below.
3. Show Empty Columns - show columns even if there are no people in them. 
4. Group By Stage - Change the view to group by Stage.
5. Group By Segment - Change the view to Group by Segment.
6. Group By Custom Field - If configured in Settings you can also group by pick list custom fields.

Visual Next Steps by Selecting a Segment.

1. Navigate to the People, Companies, or Properties (or Projects, Deals, etc.) section.
2. Tap on the funnel icon to filter the view. 
3. Tap on the + icon next to Segment