This view provides high-level detail for an App. It is especially used to perform bulk edit or delete actions. It can also be used to send emails in bulk in the Contacts app and in Email Analytics.
It is widely used in some of the Settings pages.
Edition Qualifier: The List View is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use the List View.
In this tutorial, we will cover the following topics:
- List View Actions
- Total your List Columns
- Expand Records
- View Navigation
- List View Configuration
List View Actions
Go to any App and click the "All [App Name]" view. Make sure that the List view is selected in the views dropdown.
Click on the checkbox of each record you want to edit/delete, or simply click the top checkbox to select the top 50 records. If you want to select them all, just select the corresponding option. Then just click the desired button.
Note: When editing records in bulk, please make sure you only modify the necessary fields as this action can't be reverted.
Send Bulk Emails
*Only available in the Contacts app and Email Analytics. Select the records and click the email button.
Note: You can only send 50 emails at a time.
Here you can add the subject and body of the email, upload images, and add attachments. If you already created an email signature, it will be included in the body of the email.
To display the email addresses of the selected contacts, click on the contact counter under the 'Individually Send To' text.
On the right side, there is the preview. This will give you an idea of how your email will look once it is sent.
Note: The preview will only show the first contact in the list, but each of them will see their names in the 'To' section.
You can use an existing email template when sending bulk emails. You can learn more about them in the following tutorial:
Once you hit the send button the emails will be sent to your Contacts. You can see the details in your contact's Activity Timeline.
Total your List Columns
Calculate statistics for all numbers and currency fields right from the column header. All you need to do is hover over it and you will be able to calculate different statistics right on the spot. All you need to do is decide if you want to see the average, the maximum, or minimum values, or if you want to sum all the values of that specific field.
You can calculate these statistics for as many columns as needed.
To remove the statistics just select the 'none' option.
This option is available in Apps with Lines as well as some Settings. It will allow you to show all the available information for the selected record.
In Apps with Lines, you will get all the detail of all the lines that are part of the expanded record.
When you expand your Settings you will be able to see their configuration without the need to edit them. It is available in the following ones:
- Automations (*Administrator only)
- Manage Choice List (*Administrator only)
All Views in FreeAgent CRM include defined actions for you to perform. To learn more about the different elements available in all views, please visit the following tutorial:
List View Configuration
There are different ways in which you can customize your List View.
List View Table
You can arrange the columns right on the table by dragging and dropping the column headers in the desired order.
You also have the option to pin a column by dragging its column header to the upper left corner of the List View table.
Filter, Sort & More
Here you can apply filters, define your sorting rules, manage your columns, group your information and add calculations. To learn more about these options, please visit the following tutorial:
Filter, Sort & More
It allows you to select among your fields to group your information. This option allows you to improve your views organization and when combined with calculations, it increases their visibility.
Just select the field you want to use to 'group by'. Then click Apply.
To add a secondary 'group by' field in your list view, click 'Add Group by' and select the desired field. Apply your changes.
Once your data is grouped you can expand and collapse them using the "Expand All" and "Collapse All" buttons located at the top of the list view table.
Once you have customized your List View, we recommend that you create a Save view. This will help you keep your current configuration and access it with a single click instead of having to recreate it every time. To learn more about Save Views, please visit the following tutorial:
Note: If you are not the administrator of the team, any changes you make to the List configuration will only be visible under your own profile. They will not impact your team members. To share your current configuration, save it as a View and share it with your team.
If you are the team's administrator, you can make changes to the configuration of the list view and save them for your entire organization.
All your existing Saved Views can be used for reporting purposes. With them, you can create powerful dashboards. To learn more about Dashboards, please visit the following tutorial: