Documentation Index
Fetch the complete documentation index at: https://support.affinity.co/llms.txt
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Reference — comprehensive feature documentation.
What is new Lists?
New Lists is a completely reimagined experience for managing your pipeline, relationships, and opportunities in Affinity. Built from the ground up with modern technology, new Lists brings you powerful new capabilities like advanced filtering with AND/OR logic, seamless saved views that preserve your filters and sorts, lightning-fast performance, and intuitive workflows that help you work more efficiently. Why we built new Lists:- More powerful filtering — combine conditions with AND/OR logic, use advanced operators, and create sophisticated queries
- Better performance — faster loading, smoother scrolling, and more responsive interactions
- Modern workflows — intuitive editing, improved search, and streamlined data management
- Foundation for the future — enables AI features, automation, and capabilities not possible in Classic Lists
What’s new and what’s coming
| Feature Category | Available Now (Mar 2026) | Coming Soon | In the Pipeline |
|---|---|---|---|
| Data Viewing | • ✅ Enhanced field display • ✅ Two options for enriched/overridden data | • 🔵 New board view with support for advanced filtering, sorting, and searching | |
| Editing | • ✅ One-click cell editing • ✅ Keyboard navigation • ✅ Number/date shortcuts • ✅ Copy/paste | ||
| Filtering | • ✅ All fields filterable • ✅ Boolean logic (AND/OR) • ✅ Advanced operators • ✅ Filter grouping | • 🔵 Filter on Interactions | |
| Sorting | • ✅ Up to 5 sort levels • ✅ More sortable fields | ||
| Search | • ✅ Find in View | • 🔵 Better People/Company field search | |
| Adding to Lists | • ✅ Enhanced search • ✅ Duplicate detection • ✅ Required Fields • ✅ Triggers support | • 🔵 Faster entity creation | • 🔵 Entity Creation |
| Saved Views | • ✅ Save new views • ✅ Duplicate views | • 🔵 Pinning views • 🔵 Favoriting views • 🔵 Renaming views • 🔵 Creating new views | |
| Other Views | • 🔵 Classic Kanban access • 🔵 Advanced Kanban with filtering | ||
| Bulk Operations | • 🔵 Bulk copy • 🔵 Bulk remove • 🔵 Bulk email | ||
| Data Transfer | • 🔵 Export to CSV | • 🔵 Import from CSV | |
| Collaboration | • 🔵 Commenting • 🔵 Collaborators support | ||
| Field Management | • ✅ Field creation and editing | • 🔵 Dropdown management | |
| Platform | • ✅ Affinity Analytics support • ✅ Directories support | • 🔵 List Descriptions | • 🔵 Full Dark Mode |
Feature tutorials
Modern look
Getting things done fast
More powerful filtering
Get started with new Lists
New to Lists in Affinity?
Start here:- Read: Saved Views in New Lists Reference — understand how to organize and save your data views.
- Read: How to filter and sort in new Lists — learn to find exactly what you need.
- Try: Open your first List and create a saved view for your weekly pipeline review.
- How to add entries to new Lists — build your pipeline
- How to create and delete fields in new Lists — manage the fields available
- How to edit fields in new Lists — keep data current
- How to search within new Lists — find entries quickly
Migrating from Classic Lists?
Start here:- Read: Saved Views in New Lists Reference — critical: understand view variants (Linked/Unlinked from Classic).
- Try: Open your existing saved views in new Lists — they’ll work automatically.
- Explore: How to filter and sort in new Lists — try Boolean logic and advanced operators.
- Filter/Sort/Operators Reference - See all new operators available
- How to create and use saved views in new Lists — save your advanced filters
- How to manage your pipeline efficiently using saved views — optimize your workflows
Setting up for your team?
Start here:- Read: Add to List and Triggers Reference — understand automation capabilities.
- Read: How to standardize team workflows with shared views — team collaboration strategies.
- Configure: set up Required Fields and Status Triggers for your process.
- How to enforce documentation at critical deal milestones — Status Triggers workflow
- How to standardize team workflows with required fields and triggers — team-wide standards
- How to maintain data quality using saved views — audit and hygiene workflows
Workflows with Lists in Affinity
The Foundations
The Foundations
👤 Best for: new users, analysts, anyone new to new Lists.📘 Essential reading:
- Saved Views in New Lists Reference — understand view variants and how new Lists works
- How to filter and sort in new Lists — complete guide to all filtering and sorting capabilities
- Filter/Sort/Operators Reference
- How to search within new Lists — find entries fast with Find in View
- How to edit fields in new Lists — update data with one-click editing
- How to create and delete fields in new Lists — manage available fields
- How to create and use saved views in new Lists — save your configurations
Pipeline Management & Deal Tracking
Pipeline Management & Deal Tracking
👤 Best for: analysts, associates, deal managers, anyone managing active pipeline.Complete workflows:
- How to manage your pipeline efficiently using saved views — build 5-8 views for all pipeline needs
- How to efficiently update your pipeline after team meetings — keyboard-driven batch updates
- How to identify deals at risk using advanced filtering — Boolean logic for risk identification
- How to quickly audit and update stale deals — combine search + editing for maintenance
- How to filter and sort in new Lists — advanced filtering and multi-level sorting
Team Collaboration & Standardization
Team Collaboration & Standardization
👤 Best for: team leads, managers, anyone establishing team standards.Complete workflows:
- How to standardize team workflows with shared views — create team-wide standard views
- How to standardize team workflows with required fields and triggers — automate team processes
- How to enforce documentation at critical deal milestones — Status Triggers for compliance
- Add to List and Triggers Reference — complete automation documentation
- How to set up Status Triggers — require fields on status changes
- How to set up Opportunity Triggers — auto-create opportunities
- How to create and use saved views in new Lists — sharing and permissions
Data Quality & CRM Hygiene
Data Quality & CRM Hygiene
👤 Best for: operations, admins, CRM managers, data quality leads.Complete workflows:
- How to maintain data quality using saved views — monthly audit routine
- How to audit data completeness and team performance — empty field identification
- How to quickly audit and update stale deals — find and fix incomplete data
- How to filter by empty cells — find missing data
- How to edit fields in new Lists — fill gaps efficiently
- Saved Views in New Lists Reference — create audit views
Deal Processing & Automation
Deal Processing & Automation
👤 Best for: sourcing teams, analysts capturing leads, anyone processing inbound.Complete workflows:
- How to automatically create opportunities from qualified leads — Opportunity Triggers setup
- How to build a qualified pipeline using required fields — data quality at entry
- How to enrich company profiles after discovery calls — systematic enrichment
- How to add entries to new Lists — adding with Required Fields
- Add to List and Triggers Reference — complete triggers documentation
- How to set up Opportunity Triggers — automation setup
- How to edit fields in new Lists — quick data updates
Sourcing & Targeting
Sourcing & Targeting
👤 Best for: sourcing teams, BD professionals, relationship managers.Complete workflows:
- How to target the right investors using precise criteria — complex multi-criteria filtering
- How to build targeted prospect lists with multi-criteria filtering — advanced sourcing
- How to strengthen key relationships using connection filters — relationship-based targeting
- How to prioritize warm introductions and travel planning — geographic + relationship filters
- How to filter and sort within a list — Boolean logic mastery
- How to create and use saved views in new Lists — save your targeting criteria
Meeting Preparation & Follow-ups
Meeting Preparation & Follow-ups
👤 Best for: anyone with regular meetings, investor relations, portfolio managers.Complete workflows:
- How to prepare for investor meetings using targeted search — Find in View for meeting prep
- How to efficiently update your pipeline after team meetings — post-meeting batch updates
- How to search within new Lists — Find in View functionality
- How to edit fields in new Lists — quick updates
- Saved Views in New Lists Reference — create meeting prep views
Complete feature reference library
For deep dives on specific features: References (comprehensive documentation):- Saved Views in New Lists Reference — view variants, permissions, use cases
- Add to List and Triggers Reference — automation, Required Fields, triggers
- Copy/Paste in New Lists Reference — detailed exploration of spreadsheet functionality in lists
- Field Creation and Deletion in New Lists Reference
- Filter/Sort/Operators Reference
- How to add entries to new Lists
- How to edit fields in new Lists
- How to search within new Lists
- How to create and use saved views in new Lists
- How to create and delete fields in new Lists
- How to filter and sort in new Lists
- How to set up Status Triggers
- How to set up Opportunity Triggers
- How to filter by empty cells
Frequently asked questions
Can I use both new Lists and Classic Lists?
Can I use both new Lists and Classic Lists?
Yes. During Open Beta, toggle between them anytime. Data stays synchronized, and view variants preserve your new Lists configurations.
Will my existing saved views work in new Lists?
Will my existing saved views work in new Lists?
Yes. All views open in new Lists. If you save with new Lists-only features, a variant is created while preserving your Classic version.
How do I switch back to Classic Lists if I need to?
How do I switch back to Classic Lists if I need to?
Click the toggle in the List header to switch between new and Classic. Set your default preference in Settings.
The previous Lists experience allowed me to filter Status fields with a single click on a dropdown. Why does filtering now require additional steps through the sort and filter menu?
The previous Lists experience allowed me to filter Status fields with a single click on a dropdown. Why does filtering now require additional steps through the sort and filter menu?
Why does my account show that the "Open Opportunities" board view is not yet available?
Why does my account show that the "Open Opportunities" board view is not yet available?
Board views are not yet available in the new Lists experience. We expect board views to launch in Q2, with advanced filtering for board views added in Q3.
When will Excel export functionality be available in the new Lists experience?
When will Excel export functionality be available in the new Lists experience?
April.
Can I create email templates that are accessible to all Affinity users in my organization?
Can I create email templates that are accessible to all Affinity users in my organization?
We’ll look into this addition as we build bulk emailing back in.
Why does a new opportunity row disappear after I add a name and click the plus button?
Why does a new opportunity row disappear after I add a name and click the plus button?
What is the timeline for sunsetting the Classic Lists experience?
What is the timeline for sunsetting the Classic Lists experience?
We are first focused on ensuring that all of the features you know and love are available in new Lists, and that your experience is better in the new experience. With this in mind, we expect this new experience to be the default for all customers mid-year, and for the Classic experience to be sunsetted at the end of the year.
How do I send bulk emails in the new Lists experience?
How do I send bulk emails in the new Lists experience?
Bulk email isn’t yet available in the Beta experience. With this initial release, we focused on the key features to edit and query data, but rest assured, we will bring back bulk email in the coming months. For now, return to the Classic experience via the button in the top right corner to bulk email from your list. The list of features available and what’s coming is in the table above, and will be updated regularly.
Is the new complex boolean filtering logic available in API 2.0?
Is the new complex boolean filtering logic available in API 2.0?
This isn’t currently planned, but it’s an area we’re exploring for future development.
Can I sum all values in a column in the new Lists experience?
Can I sum all values in a column in the new Lists experience?
Not at the moment, but that functionality will be coming in a future release.
Are Opportunities lists available in the new Lists experience?
Are Opportunities lists available in the new Lists experience?
Opportunities lists are available today. If there’s particular functionality you’re looking for, please share your feedback with your CSM.
Will data edits made in the new Lists experience appear in the Classic experience, and vice versa?
Will data edits made in the new Lists experience appear in the Classic experience, and vice versa?
Yes. All data changes (e.g. entry additions and value edits) will remain consistent across the two experiences.
When will board views be available in the new Lists experience?
When will board views be available in the new Lists experience?
We expect the legacy views to be available in Q2 and to add advanced filtering to board views in Q3.
How do I quickly filter a column for specific values in the new Lists experience?
How do I quickly filter a column for specific values in the new Lists experience?
We’d like to better understand your specific use case. Please share details with your CSM so we can provide guidance tailored to your workflow.
Can I see entry tags (like "PortCo") in search results to help differentiate between similar entries?
Can I see entry tags (like "PortCo") in search results to help differentiate between similar entries?
If I am managing my deal pipeline in a list that was not created from the "Deals" template, am I missing out on functionality?
If I am managing my deal pipeline in a list that was not created from the "Deals" template, am I missing out on functionality?
No. The templates are designed to help with initial setup by providing preset default views and pre-made columns, but once you’ve customized a list to fit your workflow, it’s just as effective as any template. You don’t need to migrate to a new list.
What should I do if I find a bug?
What should I do if I find a bug?
Use the in-app feedback button or email support@affinity.co with what you were doing, what happened, screenshots, and your browser.