List views: filters, columns, kanban

Every object's list screen: filtering, column selection, saved views, kanban board, bulk actions and export.

What is a list view?

Clicking a tab opens that object's list view: records are listed in a searchable, filterable table. All lists share the same engine, so everything you learn on one list applies to all others.

Filtering and search

• The search box above the list filters instantly across visible columns.
• The Filters button adds field-based conditions: status, owner, date range, amount and so on. Multiple conditions work together.
• Click a column header to sort.

Column selection and saved views

• The Columns menu selects which fields are shown and in what order; your preference is stored per user.
• Save a favorite filter + column combination as a view (for example "My opportunities closing this month"). Saved views are picked from the menu in the list header.

Kanban board

The ▦ button in the list header turns the list into a kanban board: records become cards in status/stage columns and you drag and drop to change stage. Ideal for the sales pipeline, case flow and recruiting funnel.

Bulk actions and export

• Use the row checkboxes to select multiple records for bulk update or delete.
• The Export menu downloads the list as CSV (with the current filters and columns).

Performance

Lists use windowed (virtual) rendering: they stay smooth even with tens of thousands of records. On narrow screens the table automatically becomes a card layout.