How to use Filters and Views
Let's highlight the data you want to see, when you want it!
- Navigate to any Object Overview Page.
- These principles apply to Contacts, Companies, Deals, Tickets, and more!
- For Deals and Tickets, make sure that you're in the list view rather than the board view (these icons are found in the upper left, next to the name of the object).
- Use default or Advanced Filters to see only the records you want.
- Use the row of drop-down menus above the table to filter by commonly-used properties like Contact Owner and Create Date.
- The Advanced Filters button gives you access to all of the properties for this type of record, including custom properties. Advanced Filters also allow you to filter by more complicated conditions, like "has ever been equal to," or use "or" conditions, which you cannot use through the default filter options.
- Filters can be mixed and matched in an infinite number of ways to get at what you want. Remember, the more records you have, the more conditions you will need to isolate the specific records you're looking for.
- Edit the columns to focus on only the information you want.
- Click on the "Edit Columns" button at the top right of the table.
- On the left side, check the properties that matter to you right now, or uncheck them if they don't.
- On the right side, move the properties up or down to rearrange their order in the table.
- Save your view
- Setting filters and arranging columns is useful, but can be a hassle if you're doing this repetitively, especially if the conditions are complex.
- To re-use a set of filters and columns later, click the "Save View" button to the right of the filters. You may have to click "Save as New," but once you name your view and decide who can view it, it will be added to your screen and you'll always be able to access it.
- Use the "Add view" button to find views that you or others have made that might be useful for what you're doing right now!
- 🎉 Enjoy always knowing where to find the needle in the haystack! 🎉
