Views
A view is a saved way of looking at the same table. It remembers filter, sort, and which fields you show. It does not duplicate rows.
Open Table views and pick a saved view. The grid stays visible behind the menu.
Overview
Every table has a default view you cannot delete. You can add more views when a team needs different lenses on the same data, for example "All leads" versus "Acme outbound".
Switching views changes what you see. It does not copy the underlying rows.
Set up
- Open a table.
- In the toolbar, open the view switcher (left of Filter).
- Create a view, or pick one you already saved.
- Set Filter, Sort, and Fields the way you want for that view.
Use views
Switch views
Open the view switcher and pick another name. The grid and status bar update to that view's filter and sort. Switching alone does not write Version control.
Create, rename, duplicate, or delete
Use the view switcher menu to create, rename, duplicate, or delete a view (except the default view, which stays put). Hover a row to see rename, duplicate, and delete.
Those create / rename / duplicate / delete actions do show up in Version control.
What a view stores
| Saved in the view | Not saved in the view |
|---|---|
| Filter | Field layout (freeze on this device) |
| Sort | Unrelated table data |
| Field visibility / order for that view | A second copy of rows |
There is a cap of 20 views per table, including the default.
Tips
- Build the filter first on Filters & sorts, then save it as a view when you will reuse it.
- Name views after the job ("Sequence ready"), not after a person, when the whole team will use them.
- Agents can switch and manage views through MCP when those tools are available.