Lists

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

• Create & manage — list types, templates, sharing, and copying lists
• Fields & columns — custom fields, field types, enrichment, formulas
• Views, filters & sorts — saved views, advanced filtering, sorting
• Reminders & Triggers - reminders, triggers (status, opportunity and reminder)
• Data sources — Affinity Data, enrichment providers, third-party data
• Reference — formulas reference, status field reference, enrichment display
• Advanced — formula fields, advanced configurations

New Lists is Affinity’s rebuilt Lists experience, and it’s becoming your default. If you’ve been working in Classic Lists, here’s what’s new — and where to pick up each capability.

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What’s better in New Lists

• Faster performance — quicker loading and smoother scrolling, especially on large lists.
• Advanced filtering — combine conditions with AND/OR logic, use advanced operators, and group filters (Classic filtered one condition at a time).
• Multi-level sorting — sort by up to 5 fields at once.
• Smarter saved views — views preserve your filters, sorts, and columns together, with view variants that stay compatible with Classic for teammates still on it.
• Faster editing — one-click cell editing, keyboard navigation, and copy/paste.
• Field & option management — create and manage fields, including dropdown, ranked dropdown, and status options, right from the column header.
• Create entities inline — add a company, person, or opportunity straight from a cell or a board card, without leaving the list.
• Export to CSV.
• Board (Kanban) view — drag cards between columns, reorder card fields, and group by status or another dropdown field.

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Where to start

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A few things aren’t in New Lists yet

Some lower-usage Classic features are still on the way — bulk actions, inline filtering from a column header, inline dropdown/status option creation, and creating or editing triggers. Each has a workaround, and you can switch a list back to Classic anytime. See what’s not yet supported and Switching between New and Classic Lists. New Lists is rolling out in stages — you’ll be notified as it becomes your default.