FAQs in this section
What is a List View?
How can I resize the columns in List View?
What are Lists?
Can I edit all the records in the list at the same time?
What are the different types of lists?
Where can I find List View in Vtiger CRM?
Where can I find lists in the List View?
Can a standard user edit a shared list?
How will I know if the list is shared list or not?
Can I import lists?
How does ALL condition work?
How does ANY condition work?
How do I add or remove columns?
How many columns can I add in the List View?
How can I sort the columns in the List view?
How can I rearrange the columns in the List View?
How can I jump to the desired page in the List View?
How does the List View sort the records?
Can I edit a shared list?
Can I create a list of tags?
How does a search bar in List View work?
Can I have many filters in the search bar?
How can I clear the filters in the List View search bar?
Can I see filters of all fields in the List View?
Can I send emails to contacts directly from the List View?
What is Calendar View?
What is Mini List View?
How can i share a list of contacts, invoices, deals or other records?
Is it possible to remove the Modified Time field from the list view if it is set as the default sorting column when creating a list?
How do I change the number of records displayed in the List View?
How to create a list?
Table of Contents
To create a list manually from a particular module, follow these steps:
- Click the drop-down present on the left corner of the List View screen.
- Click the + button along the Search for List bar.
- Enter the name of the list in the List Name field.
- Provide List Information:
- (OPTIONAL) Enable the Set as Default checkbox to set the list as default. This helps you and other users to view only the most important records.
- (OPTIONAL) Enable the List in Metrics checkbox to view the list in the dashboard.
- Choose the Default sort column and sort order from the given options.
- Select columns from Available Fields to be shown in the list. Selected columns appear under Choose columns and order.
- Sort the fields under Choose columns and order using the drag-and-drop action.
- Click Next.
- Choose List Conditions:
- You must specify a set of conditions based on which the list will be created. The list will be available in the Lists drop-down in the List View.
- Add conditions in the ‘All Condition’ field or ‘Any Condition’ field or both based on which the list will be sorted.
- Choose a field on which you want to apply the condition from the Select Field field.
- Choose List conditions from these options:
- Equals
- Not equal to
- Starts with
- End with
- Contains
- Does not contain
- Is empty
- Is not empty
- Add users and groups according to which the list has to be sorted.
- Click on Save to finish the list creation process.
- Click Next to continue.
- Provide Sharing Information:
- Select the users or roles with whom you want to share the list.
- Click Save and Share.
- Add users only if you intend to share the list with them.
A confirmation message saying ‘List saved’ will pop up after the list is added.
To learn more about List View, click here.
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