Table View
Table View is the main way to manage your data, spreadsheet-style. Here you can view, add, filter and edit items directly.
Adding a new column
To add a new column to the table:
Scroll to the far right of the table.
Click "Add New Column".
A pop-up of column types appears. Choose the one you need.
Available column types:
Text: short text
Number: numbers only
Date: pick a date
Timeline: pick a date range
Email: an email address
Phone: a phone number
Long Text: longer text
Checkbox: tick for a status or checklist
Select: a dropdown with one fixed choice
Dropdown: a dropdown with multiple choices
Agents: choose an agent from your team
Contact: link to your contact list
Company: link to your company list
Conversation: link to a conversation
Order: link to order data
Subscription: link to subscription data
Managing existing columns
To edit or delete a column:
Click the three-dot (⋮) menu next to the column name.
You can:
Rename the column
Change the column type
Delete the column
Set the column's sorting or display