[New] Affinity Lists Revamp

Have you noticed the new look-and-feel of your Affinity lists? We're here to help answer any questions you may have!

Introducing Affinity's new tab-based layout

Now that all lists have the tab-based layout, you can now open multiple saved views at the same time. You now have two types of views to choose from:

Type 1 - Sheet View

For our regular Affinity users, this is the same list layout you have known all along.

Type 2 - Board View

Learn more about our recently released Affinity board views.

Note: Only status options in the "Open" category will be shown as columns in board view. If there are multiple status options in the "On-Hold", "Lost", and "Won" categories, they will show up after you drag/drop into one of the three categories. You can click the icon right next to the "+" button for each status option to collapse the column.

List-level changes vs View-level changes

It is important to know the difference between the list-level actions you can take regarding the entire list and the view-level actions you can take regarding each individual saved view. 

Changes on the list level (from left-to-right)

• Click on the list title to easily edit the title (list admins/owners only)
• Click on the star icon to easily favorite/unfavorite the list
• Click on Share to share the list with your team members (list admins/owners only)
• Click on List options to see a dropdown of additional actions you can take on the list level
  
  
  

Changes on the view level (from left-to-right)

• Click on Views to choose from these options: 
  • See and access all your saved views, both public and private
  • Pin/unpin saved views
  • Copy saved view link to share with others
  • Delete a saved view
  • Toggle between all saved views you have access to and your private saved views
• Click on the + icon to choose from these options:
  • Create a new saved view
  • Access an existing saved view
  • Choose a recommended template provided by Affinity
• Click on the blue + icon to add a contact as an entry to the list
• Click on the saved view title to easily edit the title
• Click on View Permissions icon (globe icon or person icon) to determine who can access the saved view and to change it to a default saved view
• Click on the Search icon to easily find a contact within the saved view
• Click on Filters to filter by particular columns
• Click on the Manage columns icon (now three vertical lines) to create/hide/show columns
• Click on the Filter interactions icon (now a line connected by dots) to filter for a particular team member's communications
• Click on the Save icon to choose from these options:
  • Update the saved view with the changes you made
  • Create a copy of the saved view with the changes you made
  • Create a new saved view that is the alternate layout of the current view
    • If it is a sheet view, then save as new board view
    • If it is a board view, then save as new sheet view
• Click on the Revert icon to revert back to the saved view's original status (i.e. filters applied and column re-sizing/re-positioning, not edits made to the cells/field values)
• Click on the Export icon to choose from these options:
  • Export the current saved view as a CSV file
  • Export all the people in the current saved view as a CSV file (only shown in organization and opportunity-type lists)
  • Export all the notes in the current saved view as a CSV file
• Click on the Full screen icon to view in full screen mode 

If you have any feedback/questions, let us know at support@affinity.co - your thoughts and insights are highly valued as we continue to improve your Affinity experience!