You can quickly access saved views using the dropdown in the top-right corner of any record list (e.g. All Jobs, All Candidates, All Companies, All Contacts).
1
Open any record list
Navigate to one of the sections in the left sidebar — for example:
- Candidates
- Jobs
- Companies
- Contacts
2
Apply filters and sorting
Use the Filters button to narrow down your list (for example, by sector, location, or activity date).
You can also change the sorting criteria at the top of the list.Once you’re happy with how your data looks, you can save this configuration as a view.
You can also change the sorting criteria at the top of the list.Once you’re happy with how your data looks, you can save this configuration as a view.
3
Create a new view
-
Click on the current view name in the top-right corner (e.g. All or All Jobs).
- From the dropdown menu, select + Create New view.
- Give your view a name (e.g. Law, Recent Activity, Open Roles in UK).
Your filters, sorting preferences, and visible columns will all be saved in this new view.
4
Access your saved views
Once created, your custom view will appear in the same dropdown.
Simply click on the view name (e.g. Law) to instantly switch between your saved configurations.
Simply click on the view name (e.g. Law) to instantly switch between your saved configurations.
You can create as many views as you like — each tailored to a specific workflow or segment.
5
Edit or delete existing views
- Open the dropdown again.
- 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 remains safe.
Custom views are user-specific. Other users in your workspace can create and manage their own views independently.