Overview
A view is a saved snapshot of the customer list: its filters, columns, and sort. Set the list up the way you want, save it as a view, and switch between views from the picker in the header. Views are private to you or shared with the organization, grouped as “My views” and “Shared” in the picker.Creating a View
1
Set up the list
Apply filters, choose columns, and sort — the live page state is what gets saved.
2
Save as new view
Open the view picker and choose Save current state as new view. Give it a name, pick an icon, and choose visibility: Private to me or Shared with org.
Editing a View
Edits happen live: open a view, change filters/columns/sort, and Reset / Save controls appear while the view has unsaved changes. Save persists the new state; Reset returns to the saved one. Rename, change the icon, switch visibility, or delete a view from its row menu in the picker.Default View
Star a view to make it your landing view when you open Customers. The star is per user — it doesn’t change what teammates see. Open All Customers to see the unfiltered list.Use Cases
For “just my accounts”, use the My Accounts chip on any view instead of a saved view.