TormanoA saved view remembers a list exactly as you left it: the filters, the sort order, and the columns on show. Return to it in one click.
Creating a view
On any list page, including Contacts, Companies, Deals, Donations, and Activities:
- Apply filters and sort the way you want.
- Use the column toggle to show or hide fields.
- Click Save View at the top.
- Name it, such as Active major donors or Deals closing this quarter, and choose Personal or Shared.
Personal vs shared
- Personal views are only visible to you.
- Shared views appear in everyone’s view picker on that list. Useful for team-wide standards.
You need permission to create reports before you can save a view. Anyone can use a shared view, and the person who created it is the one who can edit or delete it.
Switching views
The view picker is the dropdown at the top of every list. Pinned views come first, then the rest alphabetically. The default view, All Contacts on the contacts list and its equivalent elsewhere, can’t be deleted.
Editing and deleting
Open a view and adjust it, then Save Changes to update it or Save As to create a new one. Delete a view from the More menu next to its name.