Reviewing and Customising the table within a Collection
The customisable options ensures that you can efficiently organise and access the data most relevant to you, enhancing your overall experience with the platform.
By clicking the vertical ellipsis icon on the right of the page you can sort by various topics in either ascending (ASC) or descending (DESC) order, pin columns to either the left or right side of the display, hide columns, or manage them for customised viewing. The 'Manage column' function is particularly useful, as it enables you to toggle different elements on or off in the table's header row.
Please note “All Companies”, each “Collections” and “Related Companies” tables have shared settings, hence any customisation applied in one of them will be automatically propagated to the others.
Apply actions to multiple companies at once
The “Bulk actions” feature within a collection allows you to efficiently refine your collection by removing selected companies, adding them to another collection, or applying "My Tags" (depending of your platform configuration).
Step-by-step guide:
- Press the checkbox next to a company’s logo
- A toolbar will appear at the bottom of the table, displaying the actions available to you
- Depending on your platform configuration, you can add the selected companies to Collections, Remove from Collection, or apply "My Tags"
- You can perform multiple actions on the same selection without needing to reselect the companies
- If you want to clear your selections, you can click the “X Clear” button in the toolbar or manually deselect all selected companies
You can select companies across multiple pages. To quickly select all companies on a page, use the checkbox at the top of the table header. Clicking it again will deselect all companies on that page.