> For the complete documentation index, see [llms.txt](https://docs.cekat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cekat.ai/en/crm/contacts.md).

# 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**.

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FfsczwpiEbl7OFuuyru3W%2FScreenshot%202026-03-25%20at%2010.59.06%E2%80%AFAM.png?alt=media&#x26;token=21259ad4-0321-4a56-9944-2ab5564e4829" alt=""><figcaption></figcaption></figure>

### 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.

***

### 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)**.

***

### Table & Kanban settings

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FVKN1DY0U7oyV9jhUoLL7%2FScreenshot%202026-03-25%20at%2010.58.55%E2%80%AFAM.png?alt=media&#x26;token=cd76db3e-7077-4c7a-92de-b509a352b316" alt=""><figcaption></figcaption></figure>

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.

***

### 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.
