In this tutorial, you'll learn how to create views with filters and sorts, save them, rename them and share them with your team.
☝️ A view is a way to organize your contacts using filters and sorts. Learn more about views.
Right below the title of the Contacts section, you'll find the filters to organize the view, or in other words, the way in which you'll visualize the data.
Filters and sorts
In order to create your own personalized views, you'll be using filters and sorts. Here, we'll tell you how they work.
Filter by contact type
Open the dropdown menu with the arrows and select to view Any contact, only Persons, or only Organizations.
Add more filters
Open the dropdown menu to filter by Organization fields, or by Persons fields.
Add sorts
Open the dropdown menu to select the way to sort the data.
Search this view
Type any word or term you'd like to search within this view, with all its filters and sorting applied. It can be a name, or even a word like "coffee" if you remember writing that down on a note in a specific contact, for example.
Rename view
Hover over the name of the view and click on it to rename it.
Save view
Once you've created your view with filters and sorts, go to the upper right corner and click on Save as new view.
Your new view will appear in the left column under My views.
Add a view
Instead of configuring your view with filters and sorts first and saving it later, this is a way to do it the other way around: first creating the view, and then configuring it the way you want.
Go to the left column under My views and click on Add view.
Use filters and sorts to configure it as you wish, and then click on Save changes.
More saving options for new views
When you're operating on a new view, you can choose to save it as it is and the changes will override your latest configurations.
But if you wish to keep the view you were working on, and save a new copy with these new changes you're applying:
Click on the arrow next to Save changes.
Click on Save as new view to create a separate copy with these new changes applied.
Click on Revert all changes if you wish to restore the view as it was before you started configuring it.
Add persons and organizations to a view
You can add personas and organizations only for certain views, that won't appear in other views:
Go to the view you wish to add a contact for
Click on the blue ➕ button in the upper right corner of the screen
From the dropdown menu, click on Person or Organization depending on the type of contact you wish to add
More options
Click on the 3 dots button in the upper right corner and to:
Configure columns
Change edit permissions
Duplicate the current view
Delete the current view
Configure columns
See how to configure columns in more detail.
Change edit permissions
Here, you'll be able to change the permissions for your team to edit this view. Here's what each option entails:
Private to me: you're the only one that can edit the current view
Share as read-only: your teammates can read the current view, but they can't edit it
Share as editable: anyone can edit the current view
☝ Learn more about permissions and how Team collaboration works in Samdock.
Duplicate view
Make a copy of the current view.
Delete view
Eliminate the current view. Note that this action can't be undone.
