Saved Views

Overview

Saved Views let you save filter configurations as named tabs, making it easy to switch between different perspectives of your data. Instead of manually setting filters each time, save your current filters and return to them with a single click.

How Views Work

Each object can have multiple saved views. Views appear as tabs above the record table:

• All - Always present, shows all records with no filters
• Custom Views - Your saved filter configurations

Clicking a view tab instantly applies its saved filters to the table.

Creating a Saved View

1. Navigate to an object's record table
2. Use the filter bar to set up your desired filters
3. Click Save View
4. Enter a name for the view (e.g., "Active Customers", "High Priority")
5. Click Save

The new view appears as a tab and becomes the active view.

Filter Options

Saved views support various filter operators depending on the attribute type:

Text Fields

Number Fields

Boolean Fields

Reference Fields

Managing Views

Updating a View

1. Click on a saved view tab to activate it
2. Modify the filters as needed
3. Click Save Changes to update the view

Deleting a View

1. Hover over the view tab
2. Click the X icon
3. Confirm deletion

The "All" view cannot be deleted.

Use Cases

Sales Pipeline

Create views for each stage:

• "New Leads" - Status equals "New"
• "In Progress" - Status equals "In Progress"
• "Won Deals" - Status equals "Won"

Customer Segments

Segment your contacts:

• "Enterprise" - Deal Amount greater than 10000
• "Trial Users" - Plan equals "Trial"
• "Inactive" - Last Active less than 30 days ago

Task Management

Organize your work:

• "My Tasks" - Assigned To equals current user
• "Overdue" - Due Date less than today
• "High Priority" - Priority equals "High"

Tips

• Use descriptive names - Choose names that clearly indicate what the view shows
• Combine filters - Add multiple conditions to create precise views
• Review regularly - Remove views you no longer use to keep the interface clean