List views allow you to see a specific set of data. For example, creating a list view of properties by zip code allows you to prospect in a particular area. Another example is creating a list view of tenants where the lease is due to expire soon.

The default list view in all objects is "Recently Viewed". However, you can easily change this default setting at any time using the steps in this article.

In the example below, we'll modify an existing list to create one that is a bit more tailored. These same steps can be used in any other object (Properties, Deal Pipeline, Companies, Comps, etc.). For this example, we will modify a list in the Contacts object.

1. Access the Contacts object.

2. As seen in the image below, there is a drop-down arrow located right next to the list view name. This drop-down menu will provide you with a list of all the available list views for that object.

The small pin icon next to the arrow is used to select a default list view. When a list is "pinned" it becomes the default list, which means this list will appear automatically when you open that object.

Note: The "Recently Viewed" list is not customizable and does not allow for filtering.

If you would like to modify a list or create a new list, you'll have to select another list to modify from within the drop-down menu described above.

Additionally, system administrators have control over which lists and records are accessible to each user. If you are unable to view a particular list, contact your system administrator to alter your permissions. When creating a new list, we recommend you use the "All" list as a starting point.

3. Next, we'll switch to "All Contacts" list for this example. When the "All" list has been opened, click the Gear icon to the right under the quick action buttons. Within this drop-down menu, you'll find the list view controls.

Here are descriptions for each option:

1) New - This will provide a minimal selection of columns for sorting, without any applied filters.

2) Cloning - This will allow you to duplicate an existing list. This may be useful if you want to use the same list but further narrow the results by adding more filters or changing the visible columns. Cloning a list will allow you to make these changes without compromising the initially created list.

2) Rename - This allows you to change the name of the list you are currently viewing

3) Sharing Settings - This will provide you the option to chose whether this list is private, visible to all other users, or only visible to a particular group of users. If you choose the last option and do not pick a group of users to share the list with, then it defaults the list to private (visible only to you).

4) Edit List Filters - Clicking on this option will open up the filter's panel. (seen below). The Filter panel will allow sorting based on 3 factors.

Below I have described these 3 filter options and how they work.

- Field: this selects the column in your list view which you would like to sort by

- Operator: This will allow you to use logic when you're filtering.

The options for Operator are as seen below:

- Value: This is used to determine the result you are looking for. For instance, you can have a filter combination that states field is company name operator is equals and the value is "Aimco" this will narrow the list to only show contacts where the company name is "Aimco".

4) Select Fields to Display - This option will allow you to customize which fields (columns) are displayed in your list view. The option displays 2 columns

- Available Fields: Unused fields which can be added using the left or right arrows in between the two columns (highlighted below)

- Visible Fields: These are the columns currently displayed within your list view.

5) Delete - This options will delete the list view.

6) Reset Column Widths - This option will resize the columns widths so that all the fields are spaced equally.

Click the Gear icon to the right, under the quick action buttons. Within this drop-down menu, you'll find an option for "New". Choosing the New option will allow you to create a new list view. This default list does not include filters and includes only a minimal selection of fields currently displayed.

When clicking New It will prompt you to provide a name for the list and the API name as well. In respects to the API name, this part you won't have to worry about as rethink automatically provides this based on the name you provide for the list. Beneath these 2 fields you'll see an option for selecting whether the list is private or if it's to be shared with all users, or if it's to be shared only with a particular group. After picking a share setting click "Save"

Once you've said your list you will be presented with a basic version of the list (as seen below) you'll have to add filters and customize the visible fields as described above to better scope the information displayed on the list.

To add or change Filters, click the Funnel icon to the far right - Add Filter - Select the Field you'd like to filter - Adjust your Operator - Then add your Value.

To change Fields to Display (columns), click on the gear icon again and choose Select Fields to Display. Use the to arrows to move fields back and forth between Available Fields and Visible Fields.

Another great way of creating list view is by modifying a pre-existing list. The clone option will allow you to duplicate an existing list then add extra filters or modify field views. By cloning a list you are able to duplicate a list and further narrow what information it displays, all while having left the original list view intact.

For instance, below I have a list view within contacts. The list is one of contacts who have a mailing state/Province which equals CA.

By cloning the list below I can further narrow the scope to split up the list so it only displays clients within a city in particular. In this example, we'll narrow our selection to only clients who live in Los Angeles California. We'll accomplish this by completing the steps illustrated below:

As I stated at the beginning of the article, any of these steps and actions can be used to create, edit and modify the existing list for all of the availability objects within Rethink.