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All About List Views: https://help.pm.leapevent.tech/a/831749
List Views display a quick glance of an Object's records, based on certain criteria, on the home page of most tabs in PatronManager. In this article, we'll find out what List Views are, where they can be found, and how they can be utilized.
What exactly is a List View, anyway?
While reporting is a robust tool for viewing data based on certain criteria, List Views are useful in that they provide an immediate glance of certain criteria from an Object's home page, like Accounts, Campaigns and Donations. For instance, you can create a view in your Campaigns tab that exclusively displays Mailchimp campaigns.
List Views are located on the home page of each tab in PatronManager
In this example, this Accounts List View shows us recently viewed Accounts.
All tabs contain a built-in View that displays all records. In PatronManager, some Objects, like Accounts, Contacts and Donations, have additional packaged List Views
To see existing List Views, expand the drop-down menu. You can select from the menu to go to that List View.
You can perform a number of actions from the List View Controls drop-down menu
We'll talk more about how to create and edit List Views in a different article.
In the List View Controls drop-down menu, you have multiple options, like creating a new List View, cloning a List View, editing a List View's List Filters, selecting the fields you'd like to display on a List View, and more.
You can also edit a record directly from a List View when it's filtered by one Record Type
Hover over a line item within a column, and click on the pencil to make edits.
If you filter a list view by a single Record Type, you can even make edits en masse from the list view!
Sure thing! In this example, we've set this list view to filter for only Donations with the PatronTicket Record Type.
We can edit en masse by checking the boxes next to the records we want to update
If we click hover over the Acknowledged column, we can click the pencil icon
Make the update (in this case, check the box) and select to "Update X selected items" and Apply
Click Save
And the updates are made!
List View applications
You can create a wide variety of List Views. Here are just a few ideas to help you think about their potential for your organization. The following screenshots show the filters we used to give you an idea of how these List Views were created.
Create a Contact List View and add it to a Campaign
See Donations Posted this Week
See all Fundraising Event Campaigns
Ready to create and edit List Views?
Let's do it! Follow along this article to learn more.