Go to Zoho CRM and click in the drop down menu to select the category you would like to customize.

Example: "L3 - My Portfolios to Review"

Hint: From this menu you can also pin your favorite categories at the top by hovering over the category.

A star will appear behind the category name.

Click this and it will save it to the Favorites at the top of the menu.

To manage the columns for the L3 - My Portfolio’s to Review, click the symbol at the very end of the bar of category names.

A menu will appear.

Click Manage Columns.

Select the categories you would like displayed.

A good list for a student advisor in the category ‘L3 - My Portfolio’s to Review’ is this list checked in blue, but you can customize it the way you would like.

Click save.

The categories will appear in the bar across the page.