The list view is FreeAgent's default view for a reason. The list view provides high-level detail for an App. It is especially useful for performing bulk edit or delete actions. It can also be used to send emails in bulk in the Contacts app and in Email Analytics.
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
Click on any application from the app home screen or select "All (app name)" from the left menu. This will bring you to the list view for any of your applications.
Edit/Delete Records
Click on the checkbox of each record you want to edit/delete, or simply click the top checkbox to select the top 50 records.
Note: When editing records in bulk, please make sure you only modify the necessary fields as this action can't be reverted.
Merge Records
When two records are selected you have the option to merge them together.
After you click on "Merge" you can then go through your fields and decide which values from each record you would like to keep in the merge.
Send Bulk Emails
This is Only available in the Contacts app and Email Campaigns if you're using the Twilio integration.
Select the records you would like to email and click the "Bulk Email" button.
Note: You can only send 50 emails at a time unless you have a Twilio or Sendgrid integration.
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. You can also select a previously saved email template.
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 article:
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.
Edit any field in List view
Double-click on any field to edit it.
You can also use your keyboard to navigate to the field you would like to edit. Click inside any field and then use your 'arrow' and 'tab' keys to navigate to the field you would like to edit. once there hit the 'return' key to edit the field.
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.
To learn more see the following article:
Expand Records
This option is available in Apps with Lines. It will allow you to show all the available information for the selected record. Simply click on the arrow next to the record name to expand the view to include the line information.
List View Configuration
There are different ways in which you can customize your List View.
List View Table
You can arrange the columns 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 afrticle:
Save
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 article:
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:
Dashboards
