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Documentation Index

Fetch the complete documentation index at: https://support.affinity.co/llms.txt

Use this file to discover all available pages before exploring further.

How-to — task-oriented recipe.
As your workflow evolves, you may find that some columns are no longer useful or relevant. Just make sure that before you delete these columns, your other team members approve as well. Who can delete global columns? Who can delete list-specific columns?

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How to delete columns

  1. Click the dropdown arrow next to the column you wish to delete.
  2. Choose Delete [column name] from the drop-down menu.
  3. If you do not see the option to delete a column, it is most likely because it is a default column provided by Affinity. Here are just a few default columns that are highly suggested for use in your lists:
    1. Owners - Which of your members is the point of contact.
    2. Amount - Tracking an investment/deal amount.
    3. Status - Tracking which stage of the pipeline your deal is in.