Members, orders, courses, events, products: most of what you manage lives in a list, and every list works the same way. Learn it once on your member list and you know every other one.
The header
The controls sit along the top of every list.
- Search matches as you type.
- Filter builds conditions for anything search cannot express.
- Columns chooses which fields the table shows.
- The view switcher moves between table, list and grid.
- The button on the right creates a new entry.
Choosing a view
Three shapes, same data. The table puts everything in rows and columns and is best for comparing and scanning. The list gives each entry a line with the essentials. The grid shows tiles with pictures, which suits courses and products more than it suits orders.
Your choice is remembered per list. Set your members to table and your courses to grid, and each one opens the way you left it.
Filters
Click Filter, then Condition, and build the rule in three parts: a field, an operator, a value.
Which operators you get depends on the field.
| Field type | Operators |
|---|---|
| Text | contains, does not contain, is, is not, is set, is not set |
| Choice | is, is not |
| Date | is, before, after, between, is set, is not set |
| Number | =, ≠, >, <, ≥, ≤, between, is set, is not set |
| Yes/no | is true, is false, is set, is not set |
| Linked records | has, has not |
Is set and is not set need no value. They ask whether the field is filled at all, which is the fastest way to find records with something missing.
Add a second condition and both must match. Filters narrow, they never widen.
Filtering on members reaches further than the basics. Beyond name, email and status you can filter by tag, group, segment, country, language, engagement, last login, last active, and by the courses, hubs, calendars, forums and badges a member has. Every custom field you create becomes filterable too.
Columns
Columns decides what the table shows. Tick a field to add it, untick it to remove it, drag to reorder. A few core columns are always visible and cannot be removed, and Reset to defaults puts everything back.
Hide what you never read. A table of six meaningful columns is quicker to work with than one of twenty where the important one has scrolled out of view.
Your column choice is per list and per person, so nobody else's table changes when you clean up yours.
Saving a view
A filter you rebuild every morning should be a saved view.
Set up the filters you want, then save them under a name. The view remembers its conditions and appears next to the list, one click away.
- Mark one view as your default and the list opens with it applied.
- Share a view with your team and everyone gets it, marked with who it came from.
Views like "Members without a course", "Orders awaiting payment" or "New this month" turn a recurring question into a tab.
A shared view shares the filter, not the access. Your team still only sees what their role allows.
Acting on several records at once
Tick the boxes at the left of the rows and a bar appears with what you can do to all of them together.
On members that includes adding or removing tags, granting or removing access, setting or clearing a custom field, activating and deactivating, and exporting the selection as CSV.
Bulk actions apply immediately and are not undone by a back button. Bulk delete asks you to type the word "delete" for exactly that reason.
A working habit
Filter first, then choose the columns that answer your question, then save the result if you will ask it again.