Create 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 - enriched 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-specific fields (black). The 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 Customize View button, then press the + icon.
Choose a Column Type
After giving the column a name, you will then be asked to choose one of the 8 different column types:
- 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.
- 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
Next, choose whether it should allow for a single value or multiple values. And finally, decide whether it should be list-specific or global.
- 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-specific vs Global Field: A column can exist within just the list it's created in (list-specific), or it can exist across all lists of the same type (global). Learn more about Fields: Enriched, Global, and List-specific.