Summary

Intermediate
~1 minute read

Create a new List View on Contacts, for all New Members at our Theta Kappa chapter.

Resources

Contacts Index

Screencast

Contact List: New Members at ΘΚ

In this example, we'll look at our Contacts object, and apply a couple of filters. These will trim down our results to only New Members, at our Theta Kappa chapter. Load up the Contacts Index and let's get started!

Apply Filters

  1. Open the Filters pane by clicking the filter icon in the top-right.

  2. Click Add Filter in the bottom-left twice, to add a couple of filters.

  3. Select Chapter of Initiation (field) and Equals (value), then type in Theta Kappa (value). Click Done.

  4. Select Membership Status (field) and Equals (value), then type in New Member (value). Click Done.

Save List View

  1. With your Filters setup, click the 🔽 next to Save, and click Save As.

  2. Name the View "Theta Kappa New Members" or something similar.

  3. Keep the visibility set to "Only I can see this list view".

  4. Click Save. Your new List View is ready to go!

  5. Optionally, if you always want to start on this view, click the 📌 to set your default.

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