View Modes

Every entity in HARi can be displayed in 5 different views. Switch between them with one click.

Table

The default view. Fast, searchable, sortable.

• Column visibility (show/hide fields)
• Column reorder (drag to rearrange)
• Multi-column sort
• Inline filter bar (field + operator + value)
• Bulk actions (select multiple → update, delete, export)
• CSV import/export

See when a record was created or last changed

Every record keeps Created on and Modified on, and both stay off until you tick them in Columns. You can sort and filter by either one, save that on a view, group a chart or a dashboard by month, show them on a card or a form, and export them under those names. If the menu says a view chooses these columns, the ticks stay locked until you leave that view.

A chart that you group by either one starts on Month. A dashboard chart can group by them the same way, including by month. On a card they can sit in the body or the footer, not in the title. On a form they show the date and time, and there is no box to type in. When an export includes them, the headings are Created on and Modified on.

In Settings → Schema, show the system fields, then open the row. You can rename it, change its order, or choose whether lists show it. You cannot change the value, and you cannot delete it.

A date you pick in a filter on Created on, Modified on, or any other date-and-time field means that whole day in your own time zone. Charts group those fields by your own day and month, so a saved view’s count and a chart total can change slightly. Automations and campaigns are unchanged.

In January 2026, 20.6 percent of US wage and salary workers had been with their current employer for a year or less (U.S. Bureau of Labor Statistics, Employee Tenure). Modified on is how you see whether the record itself was updated after a change like that.

Microsoft’s documentation of Created On and Modified On says that “Retrieving the formatted value converts from UTC to the user’s current time zone based on the time zone and locale setting of the user,” and that “you can’t change the behavior of these columns” (Microsoft Learn, Date and time column behavior).

Save the columns and the filter on a named view in Create a saved view. Grouping on a dashboard is Dashboards. The file itself is Import and Export.

Saving your column layout

Your table layout — which columns are visible, the order you’ve dragged them into, each column’s width, and how many rows show per page — is remembered per entity and follows your login. Set up the Contacts table the way you like it on your laptop and the same columns, order, widths, and page size appear when you sign in on another computer. Each entity (Contacts, Companies, Deals, and so on) keeps its own layout, so tuning one table never disturbs another.

To go back to the standard layout, open the table’s column menu and choose Reset to default columns. This restores the original visible columns, order, and widths for that entity — useful after experimenting, or if a table starts to feel cluttered.

How do I change the order of columns?

Open the list and click Columns. Drag a row by the grip beside its name. The menu says Drag a column to change its order. The table headings follow at once, and that order is remembered for your login on this list.

If the menu says a view chooses these columns, that saved view owns the order. The checkboxes and the drag grips stay locked, and Reset to default columns does nothing until you leave the view. Open the view menu and choose the unsaved list (the first All entry, not the saved view of the same name), or another view that does not set columns. Your own order is what you get on that unsaved list. See Create a saved view for filters and columns stored on a named view.

Reset to default columns puts the original columns and order back for your login.

Salesforce’s roundup of its State of Sales findings says: “Reps spend 70% of their time on nonselling tasks.” The figure is from a survey of 5,500 sales professionals, and it was almost the same in 2022, when the share was 72% (Salesforce, 50 Sales Statistics). Reordering the columns you actually read keeps that work inside the list.

How do I add a task from a list?

On the Contacts list, point at a row. Tasks appears at the end of the row. Click it and a panel opens, titled Tasks — and the person’s name. The address stays on the contact list.

The panel lists that contact’s tasks. Add line starts a row already tied to them. Fill the title, leave the status as it is or change it, and save. The task shows in the panel, and you are still on the list.

Tasks appears when this kind of record can have tasks and you are allowed to read them. A person who has no tasks yet still shows Tasks, so you can add the first one. It stays hidden when you cannot read tasks. Opening and editing a line on the record itself is covered in What can I do on a record tab?. Logging a task from the Timeline is Quick create.

Cards

Compact card view, ideal for contacts and companies.

• Title from entity’s display field
• Status badge with configured colors
• Up to 5 detail fields per card
• Click to open record

Kanban

Drag-and-drop board, grouped by any select field.

• Group by: Status, Stage, Priority, or any dropdown field
• Drag cards between columns
• Column totals (count + sum of currency fields)
• Click card to open record

Calendar

A month of the records on this list, each one placed on a date or a date and time that belongs to the list.

• Date field: a date, or a date and time, on that list. Created on and Modified on are not choices. When the list has more than one of its own, Date field is how you pick. A list with none of them has no Calendar.
• Click a date to create a new record
• Click an event to open the record
• Month navigation

Timeline

Gantt-style timeline for tasks and projects.

• Start date + end date visualization
• Color by status or priority
• Zoom in/out (day, week, month)

Saved Views

Save any combination of filters, columns, and sort order as a named view.

• Quick switch between views
• Share views with your team
• Each view remembers its configuration