You've built the perfect filtered list once — why rebuild it every time? Saved views let you keep a filtered, organized grid one click away, and tabs let you flip between several working lists side by side. Set it up once, and your "Hot leads", "Follow-up this week" or "Active commercial accounts" list is always right there.
Why you'll love it
⚡ Stop rebuilding filters — save a view and reopen it instantly, even after signing out.
🗂️ Switch lists in one click — keep multiple tabs open, each with its own filters.
👥 Give your team a shared starting point — admins can publish a company-wide view everyone sees.
🎯 Turn a one-off search into a reusable list — build it today, come back to it next week.
In this article:
Tabs vs. views
Two simple ideas work together:
A view is a saved set of filters (and column choices) — your "Hot leads" definition.
Tabs are the saved views you keep open side by side on a grid, so you can jump between them in one click.
For example, on your Quotes grid you might keep a Pending tab and an Approved tab, each with its own filters, and switch between them instantly.
Saving a view
Building a view is just filtering, then saving:
Open a grid (for example Contacts) and apply the filters you want — see the grid filters guide and labels guide to shape exactly the list you need.
Adjust your columns if needed.
Save the current state as a named view.
Next time you open the grid, your view is there — no rebuilding. Views are saved on your account, so they survive sign-out.
💡 Tip
Pair saved views with labels: tag your records, filter by those tags, then save the result as a view you reopen in one click.
Personal vs. company-wide views
A view can be saved for yourself or, if you're an admin, for the whole team:
Personal view — yours alone, for your day-to-day lists. Any user can create one.
Company-wide view (admins) — shared with everyone, so the whole team opens the same standard list.
⚠️ Heads up
Deleting a company-wide view removes it for all employees. Personal views only affect you.
Common use cases
Sales — keep a Hot leads tab and a Follow-up this week tab on Contacts and switch between them instantly.
Admins — save a company-wide Active commercial accounts view so every rep starts from the same list.
Everyone — build a one-off filtered list, save it as a personal view, and return to it next week without re-filtering.
FAQ
What's the difference between a tab and a view? A view is a saved set of filters and columns; tabs are the saved views you keep open side by side on a grid.
Will my saved view be visible to colleagues? Only if it's saved as a company-wide view (admins). Personal views are yours alone.
Who can create a company-wide view? Admins. A regular user can only save personal views.
What happens if an admin deletes a company-wide view? It's removed for all employees.
Which grids have this? It began on the Contacts grid and was extended to other grids in later releases — check the specific grid you're on.
Ready to stop rebuilding the same list? Open a grid, filter it the way you like, and save your first view. Need to shape the list first? Start with grid filters and labels. Questions? Reach us through the chat anytime.