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All records

All records

All records gives you an overview of every record in your workspace. In the sidebar under Records, you'll see both Companies and People - this is where you can access all records data for each.

Click Companies in the sidebar to see every company record in your workspace

Just like in a collection, you can create as many table views as you like. Click the Table view dropdown and choose + Create new to add a new view, or access an existing one.

Note: views you create here (and any applied filters) are visible to everyone in your workspace.

To add attributes to your view, click View Settings followed by + Add view attribute. Lilac-colored cells indicate data points that have been automatically enriched by Attio.

Filtering all records views

You can apply multiple filters to all records pages. Click Filter followed by + Add filter to get started. Select the attribute you’d like to filter your records by, then choose the condition (is, is not, contains, etc). Next, select a value for your filter. You can stack as many filters as you like, and create filter groups.

Using filters to only show records matching certain criteria

Pro tip: If you find yourself applying the same filters regularly, consider keeping a dedicated view just for this subset of your network - you can revisit this filtered data set anytime.

Add records to a collection

To add records to a collection from an all contacts view, you’ll first need to select some using the checkboxes beside each record. Alternatively, select all records at once using the checkbox beside Record in the header row.

With some records selected, you’ll see the Add to collection dialogue box appear at the bottom of your screen - click this and choose the destination for your new entries.

Note: To create a brand new collection with your selected records, you’ll first need to create the new collection using the + beside Collections in the sidebar.

Exporting to CSV/Excel

You can also export your view using Export in the top right corner. You can export your view as a CSV file, or an .xlsx file for Microsoft Excel. Click the desired format from the dropdown and your database will be downloaded.

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