Saved Views

Saved views are reusable filter + sort + columns presets per CRM entity. Apply one from the View picker on any list page (Contacts, Companies, Deals, Leads) and the page loads in your saved shape. Set one as your default and it loads automatically every time.

Navigate to CRM > Saved Views to manage them.

Build views inline, too. You no longer have to come to this page to shape a list. Every CRM list page (Contacts, Companies, Deals, Leads) has an inline Filter / Sort / Columns toolbar that builds the same filter + sort + columns state — with AND/OR/nested filter groups, your custom fields, and an Ask AI option that turns a plain-English description into a filter. From there, Save as view creates a preset or Update view overwrites the one you're on. Your in-progress (unsaved) filter, sort, and column choices are also remembered per user on the server, so they follow you across devices even before you save a view. See Managing Contacts for the toolbar and segment actions.

The Browser

The entity tab strip at the top of the page filters the view list by entity (Contacts / Leads / Companies / Deals / Tasks). Each row shows:

• Name plus a Default badge if it's your default for that entity.
• A Private / Shared chip — private views are only visible to you; shared views are visible to everyone in the tenant.
• A filter summary (count + first few field names).
• The primary sort field, if any.

Click any row to edit. Click + New view in the header to create.

The Editor — Visual Mode

The editor opens in Visual mode by default. The Advanced JSON button in the header toggles to a raw-JSON editor for power users; views with un-representable filter shapes (custom $or, $where, etc.) auto-open in Advanced so nothing is lost.

Identity

• View name — required, shown in the picker.
• Entity — locked after creation. Switching during creation resets filters / sort / columns since the available fields change.
• Visibility — Private (only me) or Shared (everyone in the tenant).
• Description — optional one-line note shown under the view name in the browser.
• My default view for this entity — when ticked, this view auto-applies on page open.

Filters

The filter builder renders one row per condition: field dropdown → operator dropdown → value input. The operator list adapts to the field type:

• Text — equals, does not equal, contains, does not contain, starts with, is set, is empty.
• Number — = / ≠ / > / ≥ / < / ≤, is set, is empty.
• Date — on or after, on or before, between, is set, is empty.
• Select — is, is not, is any of, is set, is empty.
• Tags — has tag, has any of, does not have, has any tags, has no tags.
• Bool — is true, is false.

Special operators (is set, is empty, is true, is false) hide the value input. "Between" date filters show a second date input.

All conditions AND together. For OR logic or nested filters, switch to Advanced JSON mode.

Sort

Pick up to three sort fields, each with an Asc / Desc toggle. The first sort entry maps to the list page's sortBy / sortOrder parameters; additional entries are stored on the view for future multi-column sort support.

Columns

The columns section has two parts:

• A list of currently-included columns with a visibility toggle (eye icon), up/down reorder, and a Remove link.
• A picker beneath listing fields not yet in the view — click the + Field name chip to add.

The Editor — Advanced JSON

For power users, the Advanced toggle exposes three raw-JSON textareas:

• Filters — Mongo-style filter object.
• Sort — array of { field, direction }.
• Columns — array of { dbName, visible?, width?, label? }.

Use this for filter shapes the visual builder can't express. The wire shape on save is identical to what the Visual mode produces.

Applying a Saved View

On each list page (Contacts, Companies, Deals), the toolbar has a View picker. Picking a view sends viewId on the list request; the backend resolves the view and merges its filter + sort into the query. Your selection persists per browser.

The All records option in the picker drops back to the entity's unfiltered default view. Use the + New view and Manage links in the picker footer as shortcuts to the Saved Views page.