List Views

List views are the screens where you browse and search your records — and where you act on them in numbers. These guides cover both halves of that: finding the records you want quickly, and then doing something to all of them at once without opening each one.

Guides

🔎Quick Filters in List ViewsSet up one-click filters so users can find the records they need fast.🗓️Limit User To YearRestrict a user to a single fiscal year across list views.☑️Acting on Several Records at OnceDelete, commit, retire or export a whole selection from the More menu — no setup needed.✏️Bulk EditChange the same fields on many records at once, from a dialog an implementer sets up.