Lists, filters, and bulk actions¶

Use a list to find the right records, preserve a useful working view, and make the same change to several records safely.

Find the records you need¶

Open a record area such as Contacts or Organizations. Depending on the page, you can use:

• the search box to match supported fields across the full list;
• Filter & sort to add conditions and choose an available order;
• Columns to choose the facts shown in the table;
• a page-specific view such as Open, Closed, or All;
• Saved views to return to a useful configuration.

All conditions in Filter & sort must match. If the result is unexpectedly empty, remove one condition at a time or choose Reset to screen default.

Save a working view¶

1. Apply the filters, ordering, columns, scope, or other supported controls.
2. Open Saved views.
3. Choose Save current.
4. Enter a name that describes the work, such as “Open renewals this month.”
5. Optionally pin the view. If your permissions allow it, you can also choose Share with everyone.
6. Choose Save view.

Open Saved views again to switch views. When Update or Delete is shown, use it to replace the active view's configuration or remove the view. Choosing Default view returns to the screen's standard configuration.

Move through a filtered list¶

When you open a record from a list, the previous and next arrows keep the current search, filters, and ordering. You can also press K for the previous record and J for the next record when you are not typing in a field.

Use the Open records strip above a record when you need to keep several leads, contacts, organizations, or opportunities within reach. The + action searches for another record to open in a separate Yukon tab.

Change several records¶

1. Select the checkbox beside each record you want to change. The header checkbox selects the records currently loaded on the page.
2. Review the selection count in the bulk-action bar.

3. Choose an available action:

4. Edit applies one field value;

5. Add to group adds contacts or organizations to a compatible group;
6. Add tag applies a contact or organization tag;
7. Delete checks and removes eligible records.
8. Confirm the change and read the result. Yukon reports how many records were changed and how many were skipped.

Bulk work is limited to 200 records at a time. Records you cannot change are skipped rather than silently modified.

Next, learn when to use groups and saved views.