Every list in CoolFocus, Donors, Clients, Contributions, Recurring Contributions, Contacts, and the rest, shows a default set of columns. If a field you care about isn't showing (a common one is Primary Email on the Donors or Recurring Contributions list), you don't need a report or support. Add it as a column yourself.
The short version: click the Columns button above the list, search for the field, and check it. It appears in the grid right away.
1. Open the list (for example Donors or Recurring Contributions).
2. Click the Columns button above the list (near Filter and Export to Excel).
3. Start typing the field name to search, for example Email.
4. Check the field (such as Primary Email) to add it. Uncheck a field to remove it from the grid.
5. Close the Columns panel. The new column is now part of the list.
If a value looks blank after you add the column, for example Primary Email shows empty even though the person has an email, that usually means the address on the record isn't marked as the primary one. Open the record and confirm which email is set as primary.
• Reorder: drag a column heading left or right to the position you want.
• Remove: either uncheck it in the Columns panel, or use the column heading's menu.
• Sort: click a column heading to sort by it (click again to reverse). Sorting is about ordering rows, not choosing columns, see "How do I find...?" with Filters.
While you're viewing a segment you saved (a named view like "Monthly Donors"), your column choices, which columns show, their order, and column-level sorting, are saved to that segment automatically a couple of seconds after you make them. There's no separate "save layout" step, and the layout is there next time you or a teammate opens that segment.
If CoolFocus can't save your column layout, you'll see a message that says "Column layout wasn't saved":
• If it tells you the change still applies here but won't be kept after a refresh, your columns work fine for now, but reloading the page or coming back later will show the old layout. Try making the change again, and if it keeps happening, contact support.
• If it tells you that you don't have permission to save this view, ask an administrator to check your access, saving a segment's layout requires permission to edit that segment.
Either way, you'll only see this message once per list until the save works again, so it won't keep popping up while you're still working.
The built-in "All ..." view (like "All Donors") starts from CoolFocus's default columns rather than a saved layout. If you hide, show, or reorder columns on an All view, the change stays in place while you keep working, including switching to another page and back, but it does not survive a full page reload (F5) or reopening the tab.
When you change columns, sorting, or filters on an All view, CoolFocus shows a banner above the grid:
Unsaved view, save as a segment to keep these grid changes after refresh.
Click Save as segment in that banner to turn your current columns into a named segment, which then autosaves like any other segment. See Saving & Sharing Segments for the full save flow.
A record's detail page can show related records as their own grid on a tab, for example the Requests tab on a Client record, or the Contributions tab on a Donor record. These grids support the same column, sort, and filter controls described above, but they are not segments, so they don't follow the segment rule above.
• Column, sort, and filter choices you make on one of these tabs are remembered for your current browser session, so they stay in place as you keep working, including if you leave the tab and come back.
• They reset once you start a new browser session (for example, after closing and reopening your browser).
• They are not saved to a segment and don't sync to other devices or other teammates.
• If the same record has two different relationships into the same list (for example two separate links to Requests), each relationship remembers its own column and sort choices independently.
On the Client Visits list, Intentions after visit is available through the Columns panel the same way. It shows the client's stated pregnancy intentions recorded at the end of the visit, sourced from the same field counselors set on the visit's Client Advocacy chart.
• It is not shown by default, add it from the Columns panel using the steps above.
• It sorts and filters like other lookup columns on the list.
• Once added, it stays part of your saved segment (or your session, on a related-record grid) like any other column.
• A visit with no recorded intentions shows a blank cell rather than an error.
The Gender column, available on the Clients and Dependents lists, shows the value recorded on that person's demographics.
• It is not shown by default, add it from the Columns panel using the steps above.
• A blank cell means no gender value has been recorded on that person's demographics yet. Open the client (or dependent) record and set it there.
• If your organization moved its client records from an older version of CoolFocus, a gender value recorded in the old system now carries over to this field automatically, so it should show in the column and on the record. If you know a client has a gender or sex value on file and the column still shows blank, refresh the page; if it's still blank, contact support so we can look at that record.
The Scheduler's Appointments list can now show End Time, Phone, and Birth Date as columns, add them from the Columns panel using the steps above. None of these show by default.
• End Time is the appointment's scheduled end time.
• Phone and Birth Date come from the client attached to the appointment.
• These three bring the appointment list to the same column set as the old "PCC Reports > Schedule" report, so if you used to run that report for a printable day sheet, you can rebuild it here and export it.
Export to Excel exports the list with the columns you currently have showing, in their current order, with your current filter and search applied. So set up your columns first, then export. See "How do I find...?" with Filters for details on exporting.
• "How do I find...?" with Filters
• Saving & Sharing Segments
