> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spott.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Views

> Create, save, and manage custom views in Spott to quickly access filtered data for Candidates, Jobs, Companies, Contacts, and Opportunities.

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.

## Open a record list

Views are supported on these record tables:

* **Candidates**
* **Jobs**
* **Companies**
* **Contacts**
* **Opportunities**

## Apply filters and sorting

<Frame>
  <img src="https://mintcdn.com/spott-docs/Zf32Eiyk3uSf87RH/images/settings/view-save-discard.webp?fit=max&auto=format&n=Zf32Eiyk3uSf87RH&q=85&s=b6c2eb8e979a8ebf83810fad52e64d4c" alt="The save / discard prompt after changing a view" width="580" height="82" data-path="images/settings/view-save-discard.webp" />
</Frame>

Use the **Filters** button to narrow down your list (for example by stage, location,
or activity date), adjust sorting, and configure columns via **View Settings**. When
you change something on the current view, a **save / discard** prompt appears at the
top of the table. Changes only stick after you save them.

## 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.

<Frame>
  <img src="https://mintcdn.com/spott-docs/Zf32Eiyk3uSf87RH/images/settings/view-picker-menu.webp?fit=max&auto=format&n=Zf32Eiyk3uSf87RH&q=85&s=d094338a931696d0c9c4a6dd24d67d3e" alt="The view picker with Create New view" width="466" height="390" data-path="images/settings/view-picker-menu.webp" />
</Frame>

3. 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.

## 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.

## 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.
