About the List View

The List or grid is the most common kind of multiple-record view, but there are other kinds of views as well. For example: Tree and Calendar displays. (Learn more: Views.)

In a List View, records are displayed in a grid, like a spreadsheet. At the top of the view, under the action buttons, a view control bar gives you many ways to control your view of the data:

File:ListView.png

1. Choose from standard and custom Views to determine which records are selected and which information is displayed.
2. Click the Wrench icon for a list of options you can use for Managing the View.

   File:WrenchIcon ViewMenu.png

3. Click a column heading to sort the records on that column.
   (The column icon changes to show that it has been sorted.)
4. Click again to reverse the sort.
5. Click an entry in the Alphabetic Index to limit the list to values starting with that letter in the most recently selected column.
6. Type in a value and click the Magnifier icon to search for a record with that value. Click the down arrow to get a list of things you've searched on before.
7. Click the double down arrow icon to do advanced filtering:

   

Things to know about filtering

• To apply a filter to a checkbox, use "1" for Yes/True and "0" for No/False values.
• Specify multiple values using the pipe "|" character. For example: "State equals CA|NY|MN"
• Specify an empty numeric field using BLANK. For example: "Phone equals BLANK"
• Specify an empty string field using two single-quotes with nothing between them: ('')

Learn more:Complex Expressions

Note: The filter is not saved with the view. For details on how to include a filter in a View and save it for future use, see Filters.