Using filters and saved views of Accounts

Overview

Saved Views let you create customized views of the Accounts index page, giving you access to commonly filtered lists of accounts. Whether you want to focus on accounts that is of a particular Account Type, with a specific type or created between a certain date range, you can filter and save views that align with your business processes.

Default view

From the Dashboard, navigate to Accounts > All Accounts to open the Accounts index page. By default, the page opens on the Default view, where you can search, apply filters, and adjust the layout.

The Default view starts with only one filter available: Date created. You can add additional filters as needed, but if you find yourself applying the same set of filters repeatedly, consider saving that configuration as a Saved View.

What you can configure in a saved view

Saved views make it easy to return to your preferred filters with a single click, instead of re-creating them each time. Your Account list view offers several configurable components:

• Filters applied to each view
• Ability to add multiple filters

Filtering Accounts

To filter your Account list view and display only the items that meet your criteria:

1. Open the filter menu (toggle button with three lines to the right of the search bar).

2. Apply filters such as:
   1. Date updated: Narrow results to accounts updated within a specific date or date range.

2. Account type: Narrow results by account type. 3. To add more than one filter, hover next to the last filter row until the “+” button appears, then click it to add another filter.

Creating saved views of filtered Accounts

If you’ve applied filters in the Default view and want to save them for future use, you’ll need to create a new view:

1. Hover next to Default view until the “+” button appears.

2. Click the button to create your view.
3. Give the view a name.
4. Use the drop-down menu to duplicate, save, or delete the view. Access this menu later by hovering over the view name and selecting the three-dot menu.

5. Once you’ve configured your filters, click Save view to preserve your setup for later.

Managing saved views

To edit a saved view:

1. Navigate to Accounts > All Accounts.
2. Select the saved view from the existing views.

3. Adjust filters, columns, or other settings as needed.
4. Click Save view to apply your changes.

Your updates will overwrite the existing saved view, so you’ll see the new configuration the next time you open it.

Items per page

At the bottom of the Accounts index page, you can control how many accounts are displayed at once. Use the Items per page dropdown to select from the available options: 10, 25, 50, 100, or 200.

Adjusting this setting is helpful if you want to:

• View more accounts on a single page when scanning large datasets.
• Limit the number of accounts displayed for easier navigation.

Your selection will update the table immediately.