Lists: search, filter, save and export

Companies, contacts, the pipeline, quotes, proposals, subscriptions and reports all use the same kind of list. What you learn on one works on all of them.

Find what you need

  1. Type in the Search box above the list and press Enter. Select × to clear it.
  2. Select Filters to narrow the list, for example by owner, stage or date. The button shows how many filters are on. Clear removes them.
  3. Select a column heading to sort by it, where the column can be sorted. Select it again to reverse the order.
  4. Select a row to open the record.

The address in your browser keeps your search, filters and sort, so you can bookmark the list or send the link to a colleague.

Choose the columns

  1. Select Columns.
  2. Tick the columns you want and drag them into the order you like. Show all shows every column and Reset goes back to the standard set.
  3. Select Done.

Save a view

A view remembers the search, filters, sort and columns of a list, on every device you use.

  1. Set the list up the way you want it.
  2. Open the View menu and choose Save as new view….
  3. Give it a name. Tick Open this list with this view by default if you want it every time. Save.

In the same menu you can rename or delete your views, make one your default, and Share a view so your colleagues find it under Team views (when your role allows sharing). All rows goes back to the plain list. After changing a saved view, Update saves the changes into it.

Export to Excel or CSV

  1. Set up the search and filters first: the export contains the rows the list shows.
  2. Select Export and choose Excel or CSV.
  3. ASTRO prepares the file and your browser downloads it.

If you don't see Export, your role does not include exporting.

On a phone

Lists show as cards, one record per card. Search, Filters and views work the same.

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