List Views

Every entity in DonorPoint has a list view. List views provide a consistent interface for browsing, searching, filtering, and acting on collections of records. All list views share the same layout and features described here.

Layout

A list view is structured as:

  1. Dashboard panel (optional) — an analytical widget above the table, configured per account
  2. Action bar — Create button, Import button, column selector, filter controls, export
  3. Filter tags — active filters shown as removable chips; saved view selector
  4. Data table — paginated, sortable rows with per-row action links
  5. Pagination — page controls at the bottom; default 20 rows per page

Creating Records

The Create button appears in the action bar if you have create permission for that type of record. Two creation modes exist:

Dialog Create — opens a modal popup with the minimum required fields. After saving, the dialog closes and the new record appears in the list. Used for most entities.

Page Create — navigates to the full edit page for a new record. Used for entities with many required fields.

Template Create — for Forms and Community Campaigns: shows a template picker first. The selected template’s setup script runs automatically on the new record.

After creating a record in dialog mode, a Create and Edit option opens the full edit page so you can configure all properties.

Editing Records

Each row has two edit entry points:

  • Quick Edit (link that appears on hover) — opens the entity in a modal dialog for fast editing of common fields
  • Edit link or clicking the entity name — navigates to the full edit page

Archiving Records

Records that support archiving have an Archive link per row. Archived records:

  • Are hidden from list views by default
  • Appear when you enable the Include Archived filter
  • Cannot be modified until unarchived
  • Are never deleted from the database

Contacts, Organizations, and Transactions use a Status field (Active/Deleted/Test) instead. For these, “Delete” changes the status to Deleted rather than archiving.

Column Selection

The column selector (gear icon in the action bar) opens a panel listing all available columns:

  • Standard fields for this type of record
  • Custom fields — any custom field added to this record type appears as a selectable column
  • Related record fields (for example, Employer name on a Contact list)

Selected columns are saved to the current list view. Column order can be changed by drag-and-drop.

Filtering

Click Filter to open the filter panel. Filter field types:

Field Type Input Behavior
Text Text input Case-insensitive contains search
Number Range (min/max) Single value or range
Date Date picker (from/to range)  
Yes/No options Dropdown or radio  
Related record Suggestion box Type to search; select from dropdown
Archived Checkbox Include archived records
Status Dropdown Active/Deleted/Test (Contacts, Organizations, Transactions)

Active filters appear as removable chip tags below the filter panel. Click the × on a chip to remove that filter.

Sorting

Click any column header to sort by that column. Click again to reverse the sort order. An arrow indicator shows the current sort field and direction.

Export

The Export button exports the current filtered list to a file — all rows matching active filters, not just the current page:

  • Excel — all currently selected columns
  • CSV — same data in comma-separated format

Export files are limited to 10,000 rows. Use a Report for exports requiring greater control or larger result sets.

Import

The Import button (shown for record types that support file import) opens the import dialog:

  1. Upload a CSV or Excel file
  2. Map file columns to record fields — recognizable column headers are mapped automatically
  3. Preview and correct the mapping
  4. Click Import — runs in the background, showing a progress indicator
  5. Download the error report to fix and re-import failed rows

The import matches incoming rows to existing records by external ID, then by email address, then creates new records for unmatched rows.

Saved List Views

Save the current column selection, filters, and sort as a named List View for quick switching:

  • Save as new — name the current combination; it appears in the Views dropdown
  • Apply — select any saved view to instantly apply it
  • Update — modify the current view then save changes
  • Delete — remove a saved view
  • Default — mark a view as the default; it loads automatically when you navigate to this list
  • Sharing — views can be shared (all users in the account) or private (current user only)

Custom Actions on Lists

Some list views have additional actions beyond Create, Edit, and Archive:

  • Action bar — bulk actions applied to all filtered records or selected records
  • Per-row action column — extra links in the rightmost column of each row
  • Custom controls above the table — filter shortcuts or bulk action buttons on specific list types