Table views and lists

Filter, sort and bulk-update companies, people and opportunities in a table or kanban; track records in staged lists.

Companies, people and opportunities each open in a table view: the columns you choose (custom fields included), filters, sorting, kanban and bulk actions on one screen. Lists are separate boards that collect records for a purpose — "Q4 target companies", "Call after the trade fair" — with their own stages and fields, without changing the record itself.

Table views

In the sidebar: Customers ("Müşteriler"), People ("Kişiler"), Opportunities ("Fırsatlar"); or the Table view button on the Customers / Opportunities pages. The addresses are /v/customer, /v/contact, /v/opp.

System views are ready (All companies · My companies · Active customers · Visit overdue; Open opportunities · My open opportunities · Stage board · Won; All people · Main contacts · Contacts of my companies). Save your own layout under a name; admins can share a view with the team. The state of the view lives in the address — anyone you send the link to sees the same table (within their own visibility).

Moving cards on the kanban

Dragging a card to another column updates that field. For opportunity stages the stage gates still apply — a move that breaks the rules is refused with the reason. Up to 60 cards are shown per column; use filters for more.

Bulk actions

Select records with the checkboxes (the top checkbox selects the whole page). The bar at the bottom offers:

• Update field — sets one field (custom fields included) on all selected records. Invalid options or formats are refused.
• Tag — adds a tag.
• Add to list — adds the selection to a list (records already in it are skipped).
• Excel — exports only the selected records.
• Merge — with 2 to 5 records selected, opens the merge page.

Bulk actions check edit rights record by record; records you cannot edit are skipped and counted.

Export to Excel

The Excel button writes the visible columns with the current filters to a file. The existing Excel exports of the Customers and Opportunities pages now include custom fields as columns too.

Lists

Create a list from the Lists page (/lists) or the Lists section of the sidebar: name, object (company · person · opportunity) and optional stages ("Research, Talk, Proposal, Not a fit").

• Adding records — select them in a table view and choose Add to list, or use the Lists card on a company / opportunity record. New entries start in the first stage.
• List stage — drag cards on the list's Stage board tab, or change it from the record card. It is independent of the opportunity's own sales stage.
• List fields — in List settings, add fields that exist only in that list (text, number, currency, date, select, checkbox, user) — "Priority", "Follow-up note". They do not appear on the record itself.
• Columns — a list page is a table view as well: record fields, custom fields, list stage, list fields, added by and added on can be shown, filtered, sorted and exported together. Saved views can be created per list.

Access

A list never bypasses record visibility: in team mode a company you cannot see does not show up in a list either. Deleting a list removes only its entries; companies, people and opportunities stay. When records are merged, their list entries move to the record that is kept.