Custom Views
A Custom View is a list of contacts or companies filtered by certain values of the contact/company fields or custom fields.
Examples of custom views:
– List of companies where City is ‘Berlin’
– List of contacts where Job title is ‘Manager’
– List of contacts where ‘Interested’ is Yes with ‘Interested’ defined as a Contact Custom Field of type checkbox.
Create a custom view
Goto the
Options menu / Custom Views tab
Custom Views are accessible from the main Contacts or Companies section on the web at the top of the screen.
Click on the number of each Custom View to display the full list of items. The list can be exported as a CSV.
