Feature update: Lists

We’ve updated the admin user interface and added new functionality to these lists:

• Forms, Fields, and System Field Sets
• Lodging Types and Rooms
• Waitlist and Leads
• Email Templates
• Categories
• Rentals

As an example, let’s look at the Fields view. On the main navigation menu, navigate to Forms > Fields.

The View dropdown includes some built-in views: All Fields, Archived Fields, and filtered views by area.

Custom views

You can create a custom view by selecting Filters and columns (the + icon).

After you choose filters and columns, select Save options, then Save as New View. Enter a View Title, a helpful View Description, and Save.

Your custom view now appears in the view dropdown.

Select the kebab for options.

• Make this custom view the default view.
• Rename this custom view.
• Duplicate this view, make modifications, and save the copy as a new view.
• Pin this view.

Let’s pin the Quick registration view. That view now appears in a special section in the dropdown menu for easy access.

You can modify an existing custom view by selecting that view and making changes to filters and/or columns. When you are done, select Save Options > Save. 

Other options:

• Column order - to arrange the column order, grab the header and drag it to a new position.
• Sort - use the up/down arrows in the column header to sort the rows.
• Rows per page - choose the number of rows you’d like to include in the view. (Selector is at the bottom left of the page.)

Additional options are available on certain views.

Actions

You can Export a list of Rooms, Lodging Types, Waitlist, and Leads. For example, from the Rooms view, choose Actions > Export.

For Waitlist and Leads you can Export Current columns (those showing in the current view) or Export All columns.

For Waitlist and Leads, you can perform Bulk Actions, like sending an email or deleting entries.

You can Edit Positions of entries on the Waitlist. From the view, choose Actions > Edit Positions and choose a program. Use the burger icon to drag and drop entries to reorder. When done, Save Positions.