List View | Online Help - Bigin by Zoho CRM

Manage List View

List view allows you to group records present in your Bigin account based on a specific criteria. Viewing all the records without any order will be hard for you to pull the required record immediately. For example, you may want to view the contacts that were added last week, to carry-out activities or create campaigns for them. It's not possible to manually check if the record was added that week and create an activity. That's where list view helps in pulling those records that you need. You can send bulk email, add/remove tags, update field, change owner, Delete or export the records from list view. You can also mark a list view as favourite by simply clicking the star next to the view.



Navigate between records from list view with Quick Preview. You can update fields, add notes, tags, view related records and even send emails from the Quick Preview panel itself. 


The list views are of two types:
Standard list views and Custom list views.
  • Standard List Views: Bigin offers certain pre-defined views based on the modules. You cannot edit the standard list views available.  
  • Custom List Views: You can create a list view of your choice in your Bigin account. These views can be edited or deleted if needed. 
Categories in list view
The views in your Bigin account can be categorized into three:
  • Favourites - The list views that you have marked as favourites will be displayed here.
  • Created by me - The list views that you have created will be displayed.
  • Shared with me - The list views that are shared with you by your fellow users will be displayed here.
The footer section displays the following:
  • Total Contacts in the module
  • Contacts with open pipelines
  • Contacts without open pipelines
  • Untouched contacts
The records drop-down list allows you to select the maximum number of records to be displayed in the page. Click the > button to move to the next page.

Create Custom Views

At times, the standard views offered, may not suite your requirement. in that case, you can create a custom view based on your needs. You can share the views that you have created. 

To create custom views
  1. Go to the module of your choice.
  2. Click the view drop-down and select + Create View.
  3. In the create window, do the following:
    • Specify a Name for the view
    • Specify the criteria based on which records should be displayed.
    • Under Choose Columns multi-select drop-down list, select the columns that you want to be displayed in this view. You can re-arrange the columns once the view is created.
  4. Specify who can access the view you have created.
    You can choose from:
    • Only Me - Only you will be able to use the list view created
    • All Users - All users in your Bigin account can use the list view
    • Selected Users - Only the users selected can access the view that you have created. 

More actions in List View

You can carry out certain actions from the list view of a module. These actions include:
  • Send Email - Opens the email composer where you can compose your email and send it to the respective contact.
  • Call - Call the respective contact. 
  • Create Task - Allows you to add a task to the chosen contact
  • Log a call - Allows you to log call information with the contact.
  • Delete - Deletes a contact
  • Export the view - Allows you to export all the records present in the chosen view.
  • Manage Tags - You can add tags to the module. A maximum of 20 tags can be added.

Add Columns in list view

In the list view, you can add the columns that you would like to view based on your requirement.

To add columns to your view
  1. Click the Add Column button.
    A list of available columns will be displayed.
  2. Select the columns you would like to view.
  3. Re-order the columns by simply dragging the column to the required position.
  4. Click Save.

Additional capabilities of the list view

These opitions gives you more flexibility in personalizing how you view data inside Bigin. It introduces a more refined and interactive interface, optimizing the user experience for efficient data handling and exploration.
                                    
  1. Resize Column:
    You can modify the width of columns for a more tailored and concise display of information. This allows you to prioritize specific data based on individual preferences and data priorities.

  2. Drag-and-Drop:
    You can now rearrange columns through an intuitive drag-and-drop interface. This facilitates a personalized data arrangement to suit your preferences and workflow requirements.

  3. Create Fields from the List View:
    Now you can create fields right from the List View by clicking on the + icon at the top-right corner of the header.

  4. Action Menu for each column:  
    With this update, we are introducing an action menu for each column to perform quick actions specific to the data in the column. A list of options is available under this menu, such as:
    1. Sort: You can arrange data in ascending or descending order based on selected column values.

    2. Filter: You can apply filters to quickly narrow down data based on specific criteria.

    3. Rename/Edit Field: You can modify custom fields and rename them, and for the system-defined field, the properties can be changed. You cannot rename a system-defined field.  

    4. Bulk Update: Updating values in bulk just got easier. You now have the Bulk Update option right inside the Actions menu for each column.

    5. Add Column: You can include new columns into the List View easily.

    6. Collapse: You can streamline the display by collapsing specific columns, which optimizes the screen focus. You can expand it again by simply clicking on the collapsed column.

    7. Move Right/Left: You can shift columns left or right for precise organization within the List View.

    8. Auto Fit Column: You can automatically adjust column width to fit the content.

    9. Remove Column: You can remove unnecessary columns to declutter the view and spotlight essential information. Please note that this just removes the column from the List View and does not delete the underlying field from the module.

    10. Delete Field: Using this option, you can delete a field from the module and move it to the Unused Fields section.


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