Create, Share & Manage Custom Views (List & Kanban)

Custom views let you save a specific slice of any module — the exact filter conditions, columns, sort order, and sharing — so you and your team can jump straight to the records that matter. Views work identically across every module (Contacts, Leads, Deals, and any custom module you build), and each user can pin favourites, reorder them, and switch between a list layout or a Kanban board.

Before you start#

Custom views are a plan-gated feature. When you hit your plan's limit for saved views, choosing Create New View opens the upgrade prompt instead of the builder. Existing views keep working; you just cannot add more until you upgrade or delete one.

Open the view selector#

On any module records page, the view switcher sits at the top of the list and shows the active view name — or All Records (labelled All <Module>, e.g. All Contacts) when no custom view is applied. Click it to open the picker, which groups views into:

• All Records — the unfiltered default list; its ··· menu lets you edit the default columns.
• System Views — seeded views such as My <Module>; these are locked and cannot be deleted.
• Favorites — views you have starred.
• My Views — views you created.
• Shared With Me — views others shared with you.
• Public Views — views shared with everyone.

Use Search views… to filter the list, the star icon to favourite a view, and each view's ··· menu for Edit, Clone, or Delete. Show custom views as Tab swaps the dropdown for a tab strip; Manage Custom Views opens the full management page.

Create a list view#

1. Open the view selector and choose Create New View.
2. Enter a View Name (required) — for example, Hot Leads from Web.
3. Under Specify Criteria, keep the toggle on to filter the view, and build conditions:
   • Field / Operator / Value — pick the field to test, the comparison, and the value.
   • AND / OR — the dropdown between two rows controls how they combine.
   • Add Condition — adds another row. With two or more conditions, a pattern editor appears so you can write custom logic (for example, mixing AND and OR groups).
   Turn the toggle off to show every record with no filter.
4. Under Choose Columns for List View, use the dual-list picker:
   • Available Fields — search and click a field to add it.
   • Selected Columns — drag by the handle to reorder, click the pin to lock one column to the far left, or the minus to remove. At least one column must remain, or you see the message At least one column must remain selected.
5. Set Sort Settings: Sort by a field (including Created / Modified time) and Order — Ascending or Descending (the default).
6. Choose Share this with (see below).
7. Optionally turn on Lock this View to protect it from changes.
8. Click Save View. You are returned to the records list with the new view applied.

Share a view#

The Share this with option controls who can see and use the view:

• Only me — private to you (the default).
• Everyone — visible to all users as a Public view.
• Selected users — reveals a user picker; the view appears under Shared With Me for the people you choose.

Build a Kanban view#

A Kanban view turns the list into a board grouped by a pick-list field. In the Kanban dialog set:

• Kanban View Name — required.
• Categorize By — the pick-list field whose options become the board columns (required).
• Aggregate By — an optional numeric field to total per column, with a function of Sum, Average, Min, or Max.
• Card Title — the field shown at the top of each card (required).
• Card Fields — extra fields listed under the title; tick as many as you like (the number shows their display order).
• Share this with — Only me or Everyone.

Manage, clone, reorder & pin#

Choose Manage Custom Views to see every view grouped as System Views, Pinned Views, Created By Me, Shared With Me, and Public Views, with columns for Name, Shared To, Created By, and Last Modified By. Drag the handle to reorder views within a group (system views are fixed). Each row's ··· menu offers Edit (when you can edit it), Clone, and Delete (only for views you own). The Shared To column shows Everyone, a user count, or Private.

Related: Choose & Reorder List Columns and The Record Detail Page: Related Lists & Pinned Fields.