Managing the Listing Pages Kristan Sock
Managing the Listing Pages
There are three types of listing pages: Lead Listing Pages, Task Listing Pages, and Sample Listing Pages. They can all be sorted, searched, filtered, and organized in the same manner (as described below). You can also export data from the listing pages.
To view the listing pages, click on the menu button on the far left of the page and select the listing page you want to view.
Each column on a listing page has a downward pointing arrow button to the right of the column name. From that arrow, the following options are available:
You can sort the column in ascending or descending order (alphabetically or numerically).
To remove the sort, click on the downward pointing arrow again and select “Remove Sort”.
You can hide the column (making it no longer visible on page), click on the hide column button.
To un-hide the column, click on the Column Widget button on the far right of the screen, then click “x” beside the name of the column you want to un-hide (from this button you can hide/un-hide multiply columns at once).
You can pin a column, click on the pin left or pin right button. Pinning a column locks the column in place as the first column on the left or last column on the right of the page.
To unpin a column, click on the downward pointing arrow again and select “Unpin”.
To rearrange columns, click in the center of the column’s heading and drag it left or right and drop that column into a new place on the listing page. You can also move a column’s position by using the up/down arrows within the Column Widget button on the far right of the screen.
To perform a search within a column, click in the blank field below the column heading (where available) and type the name or word for which you’re searching.
To filter data on a listing page, click on the single option dropdown field underneath the column heading (where available) to select a specific criterion by which you’d like to filter the listing page results; or use the Smart Filter (on columns with the funnel icon) for quick text searches, multi-select filters (enabling multiple criteria to be selected), and the option to filter by whether the column’s field is “Empty” or “Not Empty”.
To reset the filters, click on the “Refresh Filters” button at the top of the dashboard to clear all filters and search terms. To clear individual filters, click on the “x” to the right of the filter selection or search term.
To refresh the page and maintain all of the searches and/or filters you have set, click on your browser’s refresh or reload button.
To export the leads, tasks, or samples shown on a listing page, click on the Sprocket button in the upper right corner, and select “Export Leads”, “Export Tasks”, or “Export Samples” (depending on the listing page being viewed). An excel document containing all of the leads, tasks, or samples listed on the screen will automatically be downloaded to your computer.