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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.

Concept — background and overview.
Lists are the workhorse of Affinity. They’re how you organize your deal pipeline, portfolio, target accounts, contacts, and any other group of records you need to track together.

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Topics in this section

  • Creating and managing lists
  • List entries (adding, removing, copying between lists)
  • Fields and columns (custom fields, field types, formulas)
  • List views (Sheet, Board/Kanban, Dashboard)
  • Filters, sorts, and groupings
  • Saved views
  • Sharing and permissions
  • Automation rules