Create and Manage Views

Customize your Clients with Views that support every step of your business process. Keep your team in sync, move clients and projects through their lifecycle efficiently and save time with bulk actions.

Note: The default CRM term is 'Clients' but this article applies if you have switched to other terms, such as ‘Students’, ‘Jobs’, ‘Opportunities’, etc.

What Are Views?

A view is a custom client list, organized by criteria like status, tags, and pipeline stages. There are two types of views:

Preset views are default views in your CRM, designed to fit typical business needs. They can’t be customized, edited, or deleted, but can serve as a starting point.
Custom views are created by the business using existing or custom information to meet specific needs, like a sales pipeline or project stages.

Use Cases for Views

Sales pipeline: Build views to track leads in the sales funnel and ensure timely follow-ups.
Service life cycle: Create views to manage clients at each service stage.
Client buckets: Organize clients with similar needs to streamline communication and improve service.
Tag-based views: Tag clients to simplify management and prioritization.

Tip: Use clear labels like “Leads to Contact” or “VIP” for quick access.

Create a New View

To create a new view:

Open the platform.
Click Clients.
Click New and select View.
Enter a name and description for your view in the 'New View' window.
Choose Only me or All Staff to set the view’s visibility.
Click Save to create a new view.

Note: New views have no filters and show all your clients by default.

Important: Role-based permissions may limit visibility of some client page elements, like views, filters, and columns to ensure data security and relevance.

Save a View as New

Open the platform.
Click Clients.
Select the view you want to change or duplicate.
Add or remove filters as needed.
Click "Save" to update the filter changes to the existing View, or use the drop-down arrow to "Save as New" to keep the current View and save the changes to a new view.
Click Save to update the current view or use the drop-down arrow to Save as new to create a new view with the changes.

Note: Preset views can't be overwritten. Select Save as new to create a copy and save changes.

Filter Views

Open the platform.
Click Clients.
Select the view you want to add or edit filters for.
Click on Filters.
Select the filters to display in your view.
Click Save or Save as new to apply the filter changes.

Adjust Columns

To choose which columns appear in your views:

Open the platform.
Click Clients.
Select the relevant view.
Click Columns.
In the window, add or remove columns by checking or unchecking the boxes.
Hover over the left side of the columns and use the drag-and-drop icon to reorder them.
Click Done to save your changes.

Tip: Add new columns by creating custom fields in your contact info settings. They will be available both as filters and as columns.

Manage Views

Customize your workspace by creating, saving, reordering, closing, and deleting views. You can save as many views as you want but only seven can be shown at once.

Manage view options: Click the more options icon on a view to see its details, edit, or delete it.
Closing a view: Click the X next to the view to close it.
Access additional views: Click +views arrow next to your views.

Note: Preset view filters can’t be changed or deleted. Use ‘Save as new’ to apply and save filters.

Sort Views

Sort views in ascending or descending order by clicking the ascending icon next to the column.

Note: Some columns cannot be sorted.

Perform Bulk Actions

Use your views to perform bulk actions on multiple clients.

Check the box in the corner of the client’s table list to select all clients in the view.
Use the arrow beside the box to select clients in All pages or Current page or check the boxes to select clients manually.
After selecting your clients, a bulk action menu will appear above the table with options like Invite via Email, Add tags, Change status and More.