Ceate your own unique columns to help you categorize, sort, and filter your data quickly. You may notice that the column names will appear in either green, blue, or black font.
- Green columns - global fields/columns that Affinity auto-populates
- Blue columns - global fields/columns that you/your team members can manually populate
- Black columns - list-specific fields/columns that you/your team members can manually populate
Note: You will only be able to create global fields (blue) and list fields (black). The data-enriched fields (green) are provided to you by default and cannot be created/deleted.
How to create a new column
There are two ways to create a new column:
- Option 1: Click + New column at the end of the list by scrolling all the way to the right.
- Option 2: Click the Manage Columns button, then type in the name of the new column.
Choose a Column Type
After giving the column a name, you will then be asked to choose one of the 8 different column types. Let's go over how each column type works, starting with the first four.
Text: (e.g. Single notes and single summaries).
Number: (e.g. Deal Amount, Revenue, Company Size). Phone Number is not suggested and should rather be a text-type column.
Date: (e.g. Birthday, Closing Date).
Location: (e.g. Address, Company HQ). Location data is populated by Google Maps API.
Let's move on to the next four column types.
Dropdown: (e.g. Interests, Stage, Industry). Unlike the text-type column, dropdown-type columns support multiple values that can also be categorized by filtering.
Ranked Dropdown: (e.g. Status, Priority, Ranking). Unlike the dropdown-type column, ranked dropdown-type columns only support single values. However, this enables you to not only filter by particular values, but also sort by order.
Person: (e.g. Founder, CEO, Owner).
Organization: (e.g. Limited Partners, Co-investors).
Determine Field Settings
These are the final settings to make for your column.
Single vs Multiple Value Field: While certain columns only support single values, other columns can also support multiple values. If you initially chose "Single value field" for a column that supports both single and multiple values, you can always change it to support multiple values later on. However, once you change it to a "Multiple value field", you cannot change it back to a single value field.
List vs Global Field: A column can exist within just the list it's created in (list field), or it can exist across all lists of the same type (global field). For example, if you made a global field called "Funds" in an organization-type list, then it will show up on all other organization-type lists, but not on people-type or opportunity-type lists. Learn more about list fields and global fields.