Digital Production Knowledge Base
Space shortcuts
Page tree
Skip to end of metadata
Go to start of metadata

In this article

EveryAction has many "views" or pages that show you different types of information such as contacts, contact details, events, event details, folders, lists and searches, etc. Most of these can be customized to show you the information most relevant to your work.

Here are several ways to do that. Blanket statement: all of these customization settings are personal to you and won't affect anyone else's interface.

The Gear Icon for Lists

Many EveryAction views are lists of items, with links to view the details of each items. Usually these lists will have a gear icon in the top right corner:


Clicking on this will reveal the "Settings" for that particular list. These control which columns appear for you in which order (and NOT the filters; more on those later).

You can set the default number of rows per page from 1 to 999; you can drag column headers in the list to order them; and you can drag column headers back and forth between those in your list and those hidden from it. Click Save Changes to apply, and Restore Defaults to, um, yeah.

The gear icon is sported by the following list views:

  • My List (where you can "run" saved lists and searches to see the contacts they return)
  • My Folders (a list of folders in which saved lists and searches are stored)
  • Individual folders (a list of saved lists and searches in that folder)
  • Quick Look Up (a way to find contacts by searching on their personal information)
  • Event List
  • Bulk Upload Batches (the administration zone for bulk uploads and applications)

And the list goes on. Just look in the top right corner and you might see a gear there.

Filters for Searching

As shown in the "My Folders" screenshot above, many lists have filters available to narrow down the results returned to the list. Quick Look Up, obviously, has these, as does My Folders, Events, code administration views, etc. These are fixed; the Settings mentioned above don't control what filters you have available.

Contact Records: Save Page Layout

The leftmost and default tab of an individual contact record is "All Details". This view gives you the option of expanding or collapsing each section of the record, as well as dragging sections around.


  • Click the arrow in the top left of each section (or "stealth bomber" as I like to call it) to expand or collapse each section.
  • Click the stack icon (or "hamburger" as web nerds like to call it) and drag to rearrange the sections.
  • You can do this for both the left and right columns, but you can't drag between them.

When you're satisfied with your new layout, to apply it to ANY contact record you view, click "Save Page Layout" in the Actions section somewhere in the right column.

Don't forget to click Save Page Layout! EveryAction users have been burned countless times by arranging all the contact details Just So only to skip to a new record and find all their hard work disappeared.

Unlike the gear icon, there is no "restore defaults" — the arrow of time reigns supreme here. Embrace entropy and move boldly into the future.

Creating Lists and Editing Saved Searches

The "Create a List" interface has a flexible layout very similar to the All Details tab of a contact record, with two notable differences:

  • In order to arrange a section in Create a List, you have to "favorite" it first by clicking the star in the right corner of the section.
  • Create a List automatically remembers your layout preferences; no Save Page Layout buttons needed.



  • No labels