Learn how to configure and sort your Accounts list page in this step-by-step guide. This help guide will format your Accounts list page to best suit your needs.
Instructions
Viewing Your Accounts List Page
You may configure and sort your list page to best suit your needs. To begin:
1. Select Accounts in the navigation menu and then select Accounts on the drop-down menu.
The Accounts List Page appears with all of your organization's accounts. By default, this list is sorted by the most recently created account. Also, by default, the page view is set to the Compact view, as denoted by the red box in the image below. This view provides you an overview of all account information in the columns displayed on the page.
If you wish, in the Compact view, you may select the Configure Columns pencil icon in the upper right corner above the list to select the columns that appear on this page. To configure the columns:
1. Select the Configure Columns pencil icon.
2. Check and/or uncheck the column(s) you wish to appear on the page.
The page will now display your selected columns.
As an alternative, if you wish to see more detailed information about each constituent in each row, you may select the Comfortable View, as seen by the red box in the image below. This view displays additional information, such as Employment Details and other applicable Account Details. In this view, you cannot change the columns that appear.
The Accounts List Page also allows you to search for specific accounts in the search field above the account list. You may search by account name, ID, or email.
Additionally, you may use the filters located on the left side above the account list. You may filter by the date an account was created, the type of account (individual or company), as well as the state in which the account holder resides. Once you have filtered accounts according to your criteria, you may save this filter so it applies each time you return to this page. You may also reset all filters.
Finally, you may export the accounts on the Accounts List Page by selecting the Export icon, as seen in the red box in the image below. You may export the data to either an Excel file or a CSV file. Please note: You may only export up to 50,000 rows of account data. If the Export button is grayed out, you will need to adjust your filters to limit the amount of data displayed on the page to export your account data.
