Your Ontraport account holds a lot of data. Table View is how you sort through it. Let's look at how to set it up and use it to work with your records.
Every type of data in Ontraport, like contacts, messages, tasks or pages, has its own collection. A collection is the page where those records are stored. Table View shows a collection in rows and columns, a lot like a spreadsheet. Each row is a record, and the columns depend on the collection. Contacts show fields like first name and email.
Across the top of every collection is the toolbar. The group dropdown switches between your saved groups, and New group and Edit group let you create or change them. Groups are central to managing your data, so they get their own lesson. You'll also find the Actions button, Search, Pin this pane, which adds the page to your Pinned Items, and the button for updating your column settings.
Click the column editor button in the upper right to choose which fields show up as columns. To change their order, drag the Move icon next to each field, then click Save.
To make a column wider or narrower, hover just to the left of its heading, then click and drag the arrows.
Click any column heading to sort by it, for example, contacts in alphabetical order by name. The heading turns orange so you know what you're sorting by. Click it again to reverse the order.
To find a specific record, use Search. One thing to know: Search only looks in fields that are added as columns. So if you want to search by email, add the email column first.
Select one or more records, and the action bar appears at the top of the screen. From there, you can act on all of them at once. You can send an email or SMS, add or remove tags, add them to an automation, change a field, export or delete. To select every record in a group, hover over the cascading-squares icon and click All in Group. The action bar gets its own lesson later in this section.
At the bottom of the page, choose how many records to show per page. Ontraport keeps that setting until you change it, and the status bar shows which page you're on.
Table View isn't the only option. In Contacts and custom objects, the Card View icon in the top right shows your records as cards, so you can see and manage them across the stages of your funnels. It works for groups of fewer than 25,000 contacts.
To open a record, click its row. In Contacts, that opens the full contact record, called Detail View, with every field, section and tab.
For a faster look, hover over a contact and click the Quick View icon. Quick View shows an overview of the contact, their key fields, tasks and notes, plus quick actions to send an email or SMS or log a call. It works the same way for custom object records, like Deals and Companies.
So: pick your columns, sort and search, select records to act on them, and open any record in Detail View or Quick View. Next up: Card View.