The List View comprises your data into a simple table with adjustable columns, which makes it great to perform bulk actions such as edit or delete. It is completely customizable, giving you the option to add and remove columns from this view as you desire. If you save it as a View, you will be able to go back to those list configuration settings anytime. Additionally, you can create a perfect view for you and if you choose to export your data, it will export those columns only: great for reports!
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:
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.
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 show for 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.
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
To customize this view, click the 'gear' icon. Select the columns you want to see and uncheck the box for those you don't need. Additionally, you can reorganize them by dragging and dropping them in the right order.
To add a column, simply click on the checkbox square, right next to its name. The column will be added immediately and the view will adjust all the information.
To remove a column from the view, just click on the checkbox next to its name. As you do this, you will notice that the column will disappear from the view. This doesn't mean that the information is no longer available, it was just hidden from the view.
You can also rearrange the columns in a way that best fits your needs. To do so, simply drag and drop the column to the desired spot.
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: 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.