Managing Lists

Discover how to manage your lists in Zixflow.

A Collection, as the name suggests, contains all your data in a single place and is at the top of the data handling hierarchy within Zixflow. Lists are a fundamental part of Zixflow and are one level below Collections. You can create custom lists using the data in your collections.

So, it’s important that you can manage and view this data as per your needs. That’s why Zixflow lets you customize your lists to best fit your preferences.

With that said, let’s look at the different parts of Lists and how you can make the most of them.

Attributes

Attributes are the columns in Lists 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 Lists are name, phone number, email address, domain, and so on. 

Adding custom attribute

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

This will take you to the Lists page where you can view all your Lists. Next, pick a List 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 List you picked earlier. 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 lists fit your requirements.

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. You can use this view to create a sales pipeline and move leads across the different stages of your sales process.

How to create a view

Go to a List, 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 lists, 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 list.

Sort

To sort your list, 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 list based on 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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