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Connection Card Pro Lists give you several ways to find exactly what you need without changing or reorganizing the underlying records.
You can use Search for something quick, Filters for specific criteria, Sorting to change the order of results, and Grouping to organize related results together.
These tools can also be combined. For example, you might filter a List to only active records, search within those results for a particular word, and then sort the remaining results by date.
Search and Filters both narrow a List, but they are useful for different things.
| Tool | Best Used For | Example |
|---|---|---|
| Search | Quickly finding text or a record you already have in mind. | Search for a person's name, a group name or an event keyword. |
| Filters | Narrowing records based on a particular field or condition. | Show only active records, records with a certain Tag, or events in a particular category. |
You don't need to choose between them. Search and Filters work together.
To search:
Each type of List decides which information is searchable. Search may include useful information associated with a record even when all of that information isn't currently displayed as a visible column.
Filters let you be more specific about which records should be included.
The filters available depend on the type of List. You may see filters for things such as categories, status, groups, tags, dates, classifications or other information specific to that area.
When you add multiple filters, they work together to narrow the List.
For example, if you apply:
the List will show records that match the active filters together.
The matching count in the Filters window lets you preview how many records will remain before you apply your changes.
After filters have been applied, they appear directly underneath the List toolbar under Active filters.
Each filter shows both the filter name and its current value.
From here you can:
The number shown beside the Filters button also indicates how many filters are currently active.
Sorting changes the order of the results without removing any records from the List.
On a desktop:
Not every column can be sorted. Columns that support sorting display the sorting control in their heading.
On a smaller screen, use the Sort menu to choose from the available sortable fields.
Some Lists can organize related records into visual groups.
When grouping is available, use the Grouped button to switch between grouped and ungrouped results.
Grouping does not change the records themselves. It only changes how the List is organized on your screen.
You can continue to search, filter and sort while results are grouped.
Some Lists also contain natural parent/child relationships. These may continue to appear together even while you change the way the overall List is sorted or grouped.
Some Lists include ready-made Preset Views for common needs.
Open Saved views to see the presets available for the current List. A preset may automatically apply a useful combination of filters, sorting, grouping or other List settings.
Preset Views don't change any records. They simply give you a quick way to view the same information differently.
If you create a combination of search, filters and sorting that you'll want to use again, you can save your own view. See Customizing Lists with Columns & Saved Views.
If a List shows no matching results, check the Search field and your Active filters first.
Try:
Remember that filters work together, so two individually reasonable filters can sometimes create a combination that doesn't match any records.
If you still have questions, click Help > Contact Support and our support team will be happy to help.