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Group columns in the Cards List

Want to know how to choose columns to add to or remove from the Card List? See Customise the Cards List.


Want to know how to choose columns to add to or remove from the Card List? See Customise the Cards List.

If you want to slice and dice your cards list, use the Cards List’s grouping features.

Grouping enables you to view your cards list by card type, city, postcode, country, next contact date, identifier - in fact, you can group your cards by any column that’s available in the Cards List.

When you combine grouping with other features in the Card List window, such as the customise columns feature, you're able to view highly specific groups of records.

For example, you can group your cards by:

  • Country, State or Postcode to see your customers grouped by location.
     

    Group by state

  • Last Contact or Next Contact to see who you need to get in touch with, based on when you last spoke to the contact, or your next contact date. The dates are sourced from your contact log entries.
     

    Group by last contact

Note that while you can group your cards by any column, some columns won't be appropriate for this purpose.