Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Home > Overview > List View

...

  • On the main or secondary menu, click List next to its name.

  • In a card panel, click the List Name (for example, TC In List).

  • In the upper-right corner of a workspace, click .

  • In a workspace panel containing cards, click to expand it into a list.

...

  • Search for data.

  • Change your view by selecting, adjusting, filtering, renaming, grouping, and sorting columns or reset it to the default view.

  • Extended lists requiring filters must have results refined to return a complete set of data.

  • Save user views that are visible only to you.

  • To open a record, click its row or link. It appears with one or more card panels for navigation.

  • To add a record, click +.

  • Export the data to several formats.In Inbox and Market Positions lists, you can flag records with color to highlight levels of opportunity.

Tutorial: Switching Between List and Details Views

...

  1. Hover over the search icon. The search bar appears.

  2. Type a search term and then press Enter.

    • A search term can be a word, a phrase, a portion of a word, or portions of words.

    • For an exact match, enclose the search term in quotation marks (for example, "MV AKTAIA").

  3. Matching data appears.

    • To clear the search term, delete it and then press Enter.

Changing Your View

Selecting Columns to Display

...