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List view

The list view is one of the ways data is displayed in Fintesk, using a clear, linear view to make all of your information easily visible.

The following sections in your Fintesk account have a list view display:

What can I do in the list view?​

The list view supports several actions:

Adding items​

Use the “+ Add [item]” button at the top of your list view to add new items.

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Note: The above example is from the deal list view and shows the “+ Add Deal” button, which is used to add new deals.

Filtering​

Click the dropdown menu in the top right corner to add or apply existing filters to your list view.

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Changing columns​

Click the gear icon on the right side of the screen to adjust the visible columns in your list view.

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Note: For more information about changing your list view columns, check out this guide.

Editing field values​

If you hover over a field in the deal, person, organization, activity or product list view, you can click the pencil icon to edit that field’s value.

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Note: Some fields, like activity “add time,” can’t be edited through the list view.

Hovercards in the list view​

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Note: You can click on a person or organization in a hovercard to see the item’s detail view.

If you hover your cursor over a person, organization or deal in the list view, a card will open up and show the item’s basic information.

  • Persons – The card has the person’s name, email, phone and linked organization.

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  • Organizations – The card has the organization’s name, address and linked person.

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  • Deals – The card has the deal title, value, linked person or organization and current pipeline and stage. listv07