How to use the Companies List View for efficient scanning
How to use the Companies List View for efficient scanning
How to use the Companies List View for efficient scanning
The Companies List View in Cadence provides a streamlined way to quickly scan through company information at your event. From the Companies Menu › Emails section, you can access and customize this view to efficiently browse, filter, and locate specific companies based on various criteria, making it easier to manage large numbers of participating organizations.
When to use
When you need to quickly review multiple companies at once
When searching for specific company information across many profiles
When comparing company details side by side
When managing company visibility and organization
Before you start
You must have System Administrator or Event Manager permissions to access all Companies List View features. Some filtering and sorting options may be limited based on your permission level.
How to do it
Log in to your Cadence account.
Navigate to your event dashboard.
Click on "Companies" in the left sidebar menu.
Select the List View icon in the upper right corner if not already active.
List View displays companies in a tabular format with sortable columns, making it easier to scan multiple companies at once.
Click on any column header to sort companies by that attribute.
Clicking the same column header again will reverse the sort order between ascending and descending.
Use the search bar at the top of the page to quickly find companies by name or description.
Click the "Refine" button to access advanced filtering options.
Select filtering criteria such as company groups, appointment availability, or custom fields.
Combining multiple filters can help you quickly narrow down to specific companies that meet exact criteria.
Adjust the column display by clicking the column settings icon.
Select which columns to show or hide based on the information you need to scan.
Customizing visible columns helps reduce visual clutter and focus on the most relevant information.
Click on any company name to view its detailed profile.
Use keyboard shortcuts (Tab and arrow keys) to navigate through the list efficiently.
Press Ctrl+F (Windows) or Command+F (Mac) to use browser search for finding specific text within the current view.
Export the list by clicking the "Export" button if you need to review company information offline.
Troubleshooting
If the List View isn't displaying all companies:
Verify that no filters are currently applied
Check if companies have visibility restrictions based on groups or attendance types
Ensure all companies have been properly added to your event
Related links
How to navigate between different Companies views
How to customize company visibility for different attendee types