Managing Collections

Discover how to manage Collections in Zixflow.

Collections are a central part of Zixflow. All your data is stored in the Collection. So, it’s crucial that you can manage and view this data however you want.

On the other hand, Lists are also an important aspect of Zixflow. You can segment the data saved in your collections using lists that are tailored for different situations.

That’s why Zixflow lets you customize your collections to best match your needs. With that said, let’s look at the different components of Collections and how you can make the most of them.

Attributes

Attributes are the columns in Collections that contain details about your contacts. Zixflow has built-in attributes that allow you to add information about your contacts. Some of the common attributes in Collections include full name, phone number, email address, domain, and so on. 

Adding custom attribute

To add custom attributes from your Collections, go to a Collection and click the three-dots at the upper right-hand corner and select the Manage attribute option.


Doing so will take you to the Collections page where you can view and edit all your collections. Next, pick a Collection you want to add attributes from and click the three dots under the action column. After this, click the Edit option.

Now you’re at the Configuration page for the Collection you picked. From here, click the Attributes tab to see all the attributes currently available. 


To add a custom attribute, click the Create Attribute button and on the next screen, select attribute type, name, options, and other settings according to your preference. Once finished, click the create button.

Views

You can switch between the Table and Kanban views in Zixflow to make your collections fit your needs.

Table view

The Table view allows you to see your contacts in the standard spreadsheet format, where each attribute has an individual column, and new attributes are added next to the right-most column.

Kanban view

The Kanban view lets you display your contacts in the form of cards, which you can drag and drop across different attributes.

How to create a view

Go to a Collection, click the Views button, and select the Create View option.

Choose between the Table or Kanban views and enter a name for the view. Once done, click the Save button.

Filters

To add filters to your collections, click the Filter button and select the Add filter option.

Pick an attribute from the list and specify the filtering condition. After you’re done, the application will automatically filter your collection.

Sort

To sort your collection, click on Sort and select the Add Sort option.

Select an attribute and choose between ascending or descending sorting options. Once you pick an option, the system will automatically sort the selected attribute.

View settings

To add a column, click the View settings button and choose the Add column option. From the next drop-down menu, pick an attribute and the platform will add the column.

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