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Views save a table configuration: filters, sorting, visible columns, their order, and widths. You access saved views from the dropdown in the top-right corner of a record list, which shows Default View until you create your own.

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Open a record list

Views are supported on these record tables:
  • Candidates
  • Jobs
  • Companies
  • Contacts
  • Opportunities

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Moving through the list without going back

Opening a record from a table opens it as an overlay on top of the list, and the header carries ˄ ˅ arrows with a counter such as 6 of 141 candidates. The arrows step to the next and previous record in the order the table is currently sorted and filtered, so a view is also a worklist: filter to the twenty people you want to review, open the first, and arrow through them without returning to the table between each one.
A record header with the previous and next arrows and the position counter
Because the order follows the view, sorting the table first decides the order you review in. Sort by last interaction and you work oldest-contact-first without thinking about it.

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Apply filters and sorting

The save / discard prompt after changing a view
Use the Filters button to narrow down your list (for example by stage, location, or activity date), adjust sorting, and add or hide columns via View Settings. Columns are not limited to fields on the record. Two that are worth turning on:
  • Campaigns on Candidates and Contacts, showing the campaigns that are in draft or ongoing for each record, so you can see who is already being approached before you approach them again.
  • Job board postings on Jobs, showing which postings are live.
Both work as a column in the table and as a row on the cards in board view.

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Relative dates

Date filters take relative values as well as fixed ones. Instead of pinning a filter to a calendar range that goes stale the day after you save it, pick a window that moves with today: Today, This week, This month, Last 24 hours, Past, or Future.
A date filter with relative options and a custom time window
Custom time builds your own window: a direction (Last or Next), a unit (Hours or Days), and a value. Custom date still gives you a fixed range when that is what you want. This is what makes a saved view stay useful. A view filtered on “last interaction in the last 30 days” keeps meaning the same thing every morning, where a fixed range quietly becomes a report about the past.
Applying filters does not save them. When you change something on the current view, a save / discard prompt appears at the top of the table, and you have to press Save view for it to stick. Navigate away without saving and your filters are gone.

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Create a new view

  1. Click the current view name in the top-right corner (for example Default View).
  2. From the dropdown, select + Create New view. The new view starts as a copy of the one you are on.
The view picker with Create New view
  1. Give your view a name, for example Law, Recent Activity, or Open Roles in UK.
Your filters, sorting preferences, and visible columns are all saved in the view.

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Access your saved views

Your custom views appear in the same dropdown. Click a view name to switch instantly between saved configurations. You can create as many views as you like, each tailored to a specific workflow or segment.

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Edit or delete existing views

  1. Open the dropdown again.
  2. Click the three dots next to a saved view to rename or delete it.
Deleting a view only removes the saved configuration. Your underlying data stays safe. Views are personal: other users in your workspace create and manage their own views independently.
Views are dynamic, lists are static. A view is a set of filters, so records join and leave it by themselves as they change. A list holds exactly the records you put in it until you change it yourself. Use a view for “everyone in Brussels at interview stage”, and a list for “the twelve people I am pushing this quarter”.