View Settings

Cloze offers four views to visualize your information:

Simply tap on the View Settings icon to switch between views.

2 Column 

List and Details View

The 2 Column, List and Details view presents a single column of contacts on one side of the screen and, when selected the profile of a person in the other column. Use the 2 Column, List and Details option to quickly switch between people, companies, properties, and deals. Learn more about the 2 Column, List and Details view.

List and Classic Kanban View

The 2 Column, List and Classic view presents a single column of contacts on one side of the screen and Kanban columns to the right. When selected the profile of a person is in the other column. You can drag and drop people between columns. Learn more about the 2 Column, List and Classic view. 

Use the  2 Column, List and Classic Kanban option to quickly switch between people, companies, properties, and deals. You can also drag and drop contacts from the first column into any of the Kanban columns.

Full Screen

Table View

Use the table view to view people, companies, properties, and deals in a compact table layout. You can customize the view by adding and rearranging columns as needed. Learn more about the Cloze table view.

Kanban Board View

Use the Full Screen Kanban Board option to visualize your workflow. Columns can be grouped by Stages, Segments, or Custom Fields (that were set to be used on the Kanban). Learn more about the Full Screen Kanban Board view. 

In either of the full-screen views when you select a person you'll see only the person's profile.

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