Using Lists in Connection Card Pro

Overview

Lists are used throughout Connection Card Pro to help you view, find, organize and work with information such as people, groups, events, forms, resources and more.

Although each area has its own information and tools, the basic List interface works the same way. Once you know how to use one List, you'll already know how to search, filter, sort, customize and navigate most other Lists in Connection Card Pro.

This guide provides an introduction to the List interface. Other guides in this series cover filtering, Saved Views, columns, bulk actions and exporting in more detail.

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Contents

• Understanding the List Interface
• Searching a List
• Filtering Results
• Sorting and Grouping
• Choosing What Information is Shown
• Saved Views
• Working with Individual Records
• Selecting Multiple Records
• Pagination and Result Counts
• Using Lists on Smaller Screens

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Understanding the List Interface

A typical List contains several areas:

• Page Actions — create a new record or access other tools specific to that area.
• Saved Views — quickly switch between useful preset or previously saved ways of viewing the List.
• Search — quickly narrow the List by typing what you're looking for.
• Filters — narrow results using specific criteria.
• Grouped — when available, organize related results together.
• Columns — choose which information is displayed and the order it appears.
• Data — access exports, refresh the List and other data-related tools.
• Rows — each row represents a person, group, event or other record.
• Bulk Actions — select multiple records and perform an action on them together.
• Pagination — move through larger result sets and choose how many records to display on each page.

Not every List includes every option. Available tools depend on the type of List, your permissions and the features available to your organization.

In the above screenshot, from top down you see: 

• Saved View & Full List Actions: Full List actions may include contacting everyone on the list (regardless of selection) or viewing everyone on a map. 
• Search and Toolbar: Search, Filters, Grouped, Columns, Data, and Settings 
• Bulk Action Toolbar: This entire row is dedicated to performing bulk actions on selected records. 
• Column Headers: Click on any column heading to sort by that column or drag to re-order. 

Searching a List

The Search field is the fastest way to find something when you already know what you're looking for.

Begin typing in the Search field and the List will automatically narrow to matching results. Clear the Search field to return to the full current view.

What can be searched depends on the List. For example, a List may search names as well as other useful information associated with each record.

Filtering Results

Use Filters when you want to narrow a List based on specific criteria rather than a general text search.

Depending on the List, filters might include things such as status, category, tags, groups, dates or other information specific to that type of record.

Once filters are applied, they appear underneath the toolbar as Active filters. This makes it easy to see why certain records are or aren't currently being shown.

You can remove filters individually or clear all active filters at once.

See Searching, Filtering, Sorting & Grouping Lists for a complete walkthrough.

Sorting and Grouping

On desktop, sortable columns have a sort control in the column heading. Click a heading to sort by that column. Click it again to reverse the direction.

Some Lists can also be Grouped. Grouping visually organizes related records together while still allowing you to search, filter and sort the List.

Grouping isn't available or useful for every type of List, so the Grouped option may be unavailable in some areas.

Choosing What Information is Shown

Select Columns to customize the information displayed in the List.

You can:

• Add available columns to the List.
• Remove columns you don't need.
• Drag selected columns into the order you prefer.
• Save your preferred column layout as your default for that List, where available.

This can be especially helpful on Lists with a large number of optional fields. Instead of displaying everything, you can keep the List focused on the information you use most often.

See Customizing Lists with Columns & Saved Views for more information.

Saved Views

A Saved View lets you return to a useful List setup without rebuilding it every time.

Saved Views can remember things such as:

• Search
• Filters
• Sorting
• Grouping
• Rows per page
• Your column layout, if you choose to include it

Some Lists also include Preset Views created by Connection Card Pro for common ways of viewing that information.

See Customizing Lists with Columns & Saved Views to learn how to create, share and manage views.

Working with Individual Records

The way you open or manage an individual record depends on the List.

Names and other information may be linked directly to the record, and many Lists also include a three-dot (...) menu at the end of each row for additional actions.

These actions are specific to what you're viewing. For example, a Person, Group and Event will each have different tools available.

Your permissions can also determine which actions you see.

Selecting Multiple Records

Lists that support bulk actions allow you to select multiple records and then perform an action on the selection.

Click a selectable row to select it. Click it again to remove it from your selection. The bulk action area shows how many rows are currently selected.

You can also use:

• Select all results — selects all selectable records in your current results, including results on other pages.
• Select none — clears your selection.

The actions available after selecting records depend on the List and your permissions.

Pagination and Result Counts

At the bottom of the List, you'll see how many results are currently available and which portion of those results is being displayed.

Use the page controls to move forward or backward through the results, or select a different per page option to display more or fewer records at once.

Search and filters affect the number of results, but changing pages does not change which records match your current search or filters.

Using Lists on Smaller Screens

Lists automatically adjust for smaller screens where supported.

Instead of trying to squeeze a large desktop table onto a phone, information is presented in a more mobile-friendly layout. Some desktop controls are also reorganized:

• Use Sort to change the order of results.
• Use More for options such as Columns, exports, Refresh and Settings.
• Search, Filters, Saved Views and selection continue to work with the mobile layout.

The exact information and shortcuts shown on mobile can vary depending on the type of List.

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Related Help Documents

• Searching, Filtering, Sorting & Grouping Lists
• Customizing Lists with Columns & Saved Views
• Selecting Records, Bulk Actions & Exporting Lists

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