Contacts

The Contacts page shows all your contact data in a board that each user can customize. There are two view modes: Table and Kanban.

Managing views

Each board has several views that users can manage.

1. Adding a new view:

   • Every user can add a new view by clicking + New View.

   • Each view can be set to public or private.

2. View actions:

   • Duplicate: every user can duplicate a view.

   • Change visibility & delete: only an Administrator or the view's owner can do this.

   • The default view can't be deleted.

3. View order:

   • The order of views is set per user, not globally.

   • Pinned views appear furthest to the left.

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Who can see which contacts

Users can only see contacts based on these rules:

• Contacts assigned to themselves.

• Contacts belonging to people below them in the role hierarchy.

• Contacts belonging to colleagues, if Share data with peers is turned on for their role.

• Contacts that haven't been assigned to anyone yet (unassigned).

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Table & Kanban settings

Each view mode has its own settings, which you can open from View Setting.

1. Table settings:

   • Show or hide the fields you want in this view.

2. Kanban settings:

   • Choose how cards are grouped with Group by.

   • Cards are grouped by Stage by default.

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Filter & Save as View

An Administrator or the view's owner can save how a board looks as the global default.

1. Setting the default layout:

   • Switch the view type (Table or Kanban) as needed, then save it as the global default.

2. Using filters:

   • Use Basic Filter for simple filters on the available fields.

   • Use Advanced Filter to combine more complex conditions.

   • Click Save as View to apply the filter as the global default view.