Overview
Custom views let you save filtered, sorted, and column-configured versions of the customer list. Each view appears in the sidebar under Customers for quick access.Creating a View
1
Open the View Editor
From the customer list, click Customize page in the header.
2
Set General Properties
- Name - Give the view a descriptive name
- Description - Optional context for your team
- Icon - Pick an icon from the icon picker
- Default - Toggle on to make this the view users see when they navigate to Customers
3
Choose Columns
Select which columns to display and drag to reorder them. Available columns include all customer fields and product usage metrics.
4
Add Filters
Build filter conditions to narrow down the customer list. Combine multiple conditions with AND/OR logic. See Filtering for supported operators.
5
Set Sort Order
Choose a default sort column and direction (ascending or descending).
6
Save
Save the view. It immediately appears in the sidebar.
Editing a View
Open any saved view from the sidebar, then click the settings menu to edit its name, filters, columns, or sort order.Default View
When a view is marked as default, navigating to Customers loads that view instead of the unfiltered list. Click All Customers in the sidebar to bypass the default and see all customers.Use Cases
| View | Filters | Why |
|---|---|---|
| At-Risk Customers | Health risk level is “Critical” or “High Risk” | Prioritize outreach to customers most likely to churn |
| Enterprise Accounts | Segment is “Enterprise” or “Strategic” | Focus on your highest-value customers |
| Onboarding | Lifecycle stage is “Onboarding” | Track new customers through setup |
| Renewal Pipeline | Lifecycle stage is “Renewing” | Monitor upcoming renewals |
| Low Engagement | Total calls equals 0, Total tickets equals 0 | Find customers with no recent interactions |
| My Customers | CSM Owner is current user | See only your assigned accounts |