View and sort more data with Multi-Column List view

Quick Tips / September 14, 2012 / Admin

The Daylite 4 interface has brought many changes and improvements in the flow of it’s interface and the way data is accessed. The default list view works well for much of one’s typical day to day use. But the Multi-Column List view gives users even more control over how data is displayed and how that data is sorted. Some of it’s abilities are not immediately obvious for new users.

Toggle View Modes

In most sections of Daylite immediately to the left of the search field, there is a toggle to switch the view from the standard list view to multi-column view. If you’ve not used this view before, you’ll only see minimal information – in the People view for example, only the first name and last name will initially be visible. The trick is to right or control-click in the column header to reveal a contextual menu of all fields available for that type of record. Do this multiple times to expose all the data you’re interested in. Also note that Daylite will remember which columns are viewable for each list, Smart List or otherwise, independently of one another.

Sorting and Arranging Columns

Columns in this mode can be re-ordered by clicking and dragging them to suit. Like any list view in Mac OS X, hovering over the divider between two columns allows you to change their width. Clicking on a column header changes the data to be sorted by that column. Clicking again changes the direction of the sort from ascending to descending, indicated by the arrow pointing up or down.

Now here’s the trick: Hold down option and click on a different column to have an additional sort criteria. Potential uses for this might be to sort people by their company and then using their role as a secondary sort to group all similar roles together. Or sort people by company region and then department. The possibilities are endless.

Print List Views

Once you’ve got things arranged just so, select the rows you want (or all of them using command-A) and from the File menu, select Print. In the left column choose the List option to display your multi-column view as a printable table. If the display is not quite right, click close and go back and adjust the width and arrangement of your columns. When everything is looking good, click Print and then from the PDF menu, select Save As PDF…

No Responses to “View and sort more data with Multi-Column List view”

  1. I love this view, I use it all the time for my Projects and when sorting out my contacts. It’s also a great feature to export the ‘list’ and be able to use it in a .xls for further editing.

  2. Is there any chance we could get the option-clicking sort criteria feature for forms? In every other way that I can tell, the display of forms behaves the same way as the display of multi-column list view for contacts (including showing/hiding columns) but I’d really like to be able to sort in different ways.

    Thanks! I LOVE Daylite; it’s one of those apps I love to open because it just feels so well thought out.

  3. Emily Rudow
  4. @Lester We have logged “option-clicking sort criteria” as a feature request. Thanks for the feedback 🙂

  5. Elissa
  6. Would like to know if there is a way to “save” our multiple column view choices as our team is accessing this same data over and over?

  7. Emily Rudow
  8. @Elissa The view settings are specific to each user. There currently isn’t a way to set a default so all users see the same view. They will each need to set up there own.

  9. Bob
  10. I noticed that some columns do nothing when I option click, such as email and phone. Is that correct and why?
    Also, what do the little numbers beside the triangle mean? At first I thought it meant that “1” was the first column sorted, 2 the next etc. But when I option click the second column I get a 5, and when I click a third column, the number in the second column changes, etc.

  11. Emily Rudow
  12. @Bob have you opened up a support ticket for this issue? If not, can you please initiate one? Thanks 🙂

  13. Doug
  14. Use this view all the time
    It’s rather a pain that I can’t find any way to make it the default 🙁

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