# 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 {#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`.

| Tool | What it does |
|---|---|
| **Search** | Filters by name as you type |
| **Filter** | Field + condition + value; several filters combine with *and*. Conditions depend on the type: *contains, equals, not equal, at least, at most, empty, set* |
| **Sort** | Ascending / descending by any column |
| **Columns** | Choose the visible columns; custom fields are marked *· custom*. On the opportunity and people views the company's custom fields (*Company: …*) can be added too |
| **Table / Kanban** | Kanban columns come from a select, user or checkbox field (stage for opportunities, status for companies, owner, or a custom select field) |

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 {#kanban}

Dragging a card to another column updates that field. For opportunity stages the [stage gates](/concepts/pipeline) 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 {#bulk}

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](/guides/merge) page.

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

### Export to Excel {#export}

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 {#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 {#lists-access}

| Setting | Who sees it | Who edits it |
|---|---|---|
| Workspace can edit | Everyone | Everyone |
| Everyone sees, I edit | Everyone | The creator and admins |
| Only me | The creator and admins | The creator and admins |

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.