Admin & Settings
Filtering & saved views
Filter sidebar, conditions, and saved filters across CRM lists.
Last updated 2026-04-12
Most CRM list pages (accounts, contacts, prospects, tasks) share the same filtering architecture: a filter sidebar, optional saved filters stored per user/company, and the ability to combine multiple conditions.
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Record a short clip: open Filter → add two conditions → Apply → Save filter → reload saved view.
Build a filter
- Open the filter panel (often a "Filter" button or icon).
- Add a condition: choose a field, operator (equals, contains, greater than, etc.), and value.
- Apply. The table refreshes to matching rows only.
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Filter sidebar with multiple conditions and Apply button on a CRM list.
Save a view
After applying filters, use Save filter (or equivalent) to name the view. Load it later from the saved filters panel; rename or delete when no longer needed.
Combine with sort
Column sort order is independent of filters—set both to get the exact working list you need for call blocks or reviews.