Saved Views capture the exact configuration of a list page — which filters are applied, how rows are sorted, and which columns are visible — so you can return to it in one click.
Creating a view
On any list page (Contacts, Companies, Deals, Donations, Activities, etc.):
- Apply filters and sort the way you want.
- Use the column toggle to show/hide fields.
- Click Save View at the top.
- Name it (e.g. "Active major donors", "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.
Only Admins and Managers can create or edit shared views. Members can use them but not modify.
Switching views
The view picker is the dropdown at the top of every list. Pinned views appear first, ordered alphabetically. The default view is "All Contacts" (or All Deals, etc.) and can't be deleted.
Editing and deleting
Open a view and adjust it, then Save Changes to update the existing view, or Save As to create a new one. Delete a view from the ... menu next to its name.