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Create a Saved View

Create a Saved View

Create a Saved View

Section titled “Create a Saved View”

Saved views let you store a specific combination of filters, columns, and sort order so you can switch between different perspectives of your data instantly. Instead of re-applying filters every time, pick a saved view from the view picker and see exactly the data you need.

What is a Saved View?

Section titled “What is a Saved View?”

A saved view remembers:

  • Which columns are visible and their order
  • Filter conditions (e.g. Status equals Active, City equals Hong Kong)
  • Sort order (e.g. Created Date descending)
  • View mode (Table, Cards, Kanban, Calendar, or Timeline)

Creating a View

Section titled “Creating a View”
  1. Navigate to any entity list (e.g. Contacts)
  2. Set up the view the way you want it:
    • Add or remove columns using the column settings button
    • Apply filters by clicking Filter and adding conditions
    • Sort by clicking a column header
    • Switch view mode if desired
  3. Click the view picker button at the top-left (it shows the current view name, e.g. All Contacts, with a bookmark icon)
  4. In the dropdown, click Save current view
  5. Enter a name (e.g. “My Active Leads”, “Hong Kong VIP Contacts”)
  6. (Optional) Tick Smart List to make HARi keep an unread count next to the view in the sidebar
  7. Click Save

Using Saved Views

Section titled “Using Saved Views”

Saved views appear inside the same view-picker dropdown that you used to create them. Click any name to switch instantly. A check mark indicates the active view.

Editing a Saved View

Section titled “Editing a Saved View”
  1. Switch to the view you want to edit
  2. Adjust filters, columns, sort order, or view mode
  3. Open the view picker and click Save current view again — when the active view already has a name, the change is recorded against it

Practical Examples

Section titled “Practical Examples”

”My Open Deals”

Section titled “”My Open Deals””
  • Entity: Opportunities
  • Filters: Owner equals Me, Stage is not Closed Won, Stage is not Closed Lost
  • Sort: Expected Close ascending
  • Columns: Name, Company, Amount, Stage, Expected Close

”Hot Leads”

Section titled “”Hot Leads””
  • Entity: Leads
  • Filters: Estimated Value > 50000
  • Sort: Estimated Value descending
  • View Mode: Cards

”Overdue Tasks”

Section titled “”Overdue Tasks””
  • Entity: Tasks
  • Filters: Due Date is before Today, Status is not Completed
  • Sort: Due Date ascending
  • Columns: Subject, Owner, Due Date, Related To

”This Month’s Pipeline”

Section titled “”This Month’s Pipeline””
  • Entity: Opportunities
  • Filters: Expected Close is this month, Stage is not Closed Lost
  • View Mode: Kanban (grouped by Stage)

Deleting a View

Section titled “Deleting a View”
  1. Open the view picker dropdown
  2. Hover the view you want to remove — a trash icon appears
  3. Click the trash icon and confirm

The built-in “All [entity]” option cannot be deleted; system-managed views (shipped by a solution) also lack the trash icon by design.

Next Steps

Section titled “Next Steps”