Views allow you to see the data in a Collection in multiple, configurable ways. 

View Basics

  • View data is synced across Collections in real-time.
  • Each new View can include previous Collection data but can also be expanded with the creation of new Attribute columns.

Different types of Views

  • Table Views are the standard workflow visual. Create as many custom columns as needed.
  • Kanban Views are built for tracking records through the stages of a process. Use Kanbans to track things like your Deal Flow or Sales Pipeline.

Things to consider

  • Member permissions are allotted on a Collection basis.
  • All Views within a Collection are synced and include the same records and data.
  • Changes made in Views will be updated in real-time across the Collection.

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