On the dashboards in Tribe CRM, you can display data in various ways. Think of pie and bar charts and column views. However, in some cases it is more comfortable to work with a list view. In a list view, all records are listed one below the other, divided into columns, as in Excel. In addition, you can easily decide which information you want to show in the view and apply filters. The list view can be saved and used in exports and e.g. e-mail campaigns.
How do I open a list view?
How to add a column in your list view?
How to add a filter in your list view?
1 How do I open a list view?
In every widget on your dashboard, you have the option to see the data in the form of a list view. The list view can be recognised by the list view icon in a widget. You will then see the entire dataset displayed in a list.
There is also a special list view widget. In this widget, you can see all list views for each component in the application. So for sales opportunities, you see all views specific to sales opportunities. The same goes for customers, project, support tickets, etc.
You can find this widget in the widget library.
2 How to add a column in your list view?
By default, a set of list views is available. Tribe allows you to create your own views. This way, you are free to choose your own columns. Setting up your own columns gives you a number of advantages.
When exporting, all columns from your view are exported.
When searching in the view, the content within the set columns is searched.
In the steps below, we explain how you, as an administrator, can create your own view. In this example, we will create a view on the Sales Opportunity activity.
1: Click the configuration icon in the top right-hand corner of your list.
2: Click on the views tab.
3: The default list view is now shown. The example shows the view with the current settings.
4: To add a new column, click the + at the bottom right next to the columns. You can delete another column or change its order using the icons behind the title of a column. Furthermore, you can hide the column using the icon with the eye. The column is then not visible in the view, but still searchable.
5: After entering your settings, you can change name of the selected view and click save as new view.
3 How do I add a filter in your list view?
It is possible to add default filters to a list view. For example, all open support tickets or all draft invoices. To do this, navigate to the view settings in configuration and click the + button by the filter, clicking the + button again adds additional conditions.
In this example, we will create a view of all my sales opportunities. This filter consists of two conditions:
Select the "seller" field. In this case, the criterion is "equals". Then select the value "myself" by clicking on the pen icon. (or select your name from the list of employees).
Select the 'phase' field. Then the criterion 'is equal to'. And finally the value 'won'.
Don't forget to save your list view!
