> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Views

> Save filtered, sorted, and column-configured versions of the customer list — private or shared with your org

## 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

<Steps>
  <Step title="Set up the list">
    Apply filters, choose columns, and sort — the live page state is what gets saved.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

***

## 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

| View                    | Filters                                      | Why                                                   |
| ----------------------- | -------------------------------------------- | ----------------------------------------------------- |
| **At-Risk Customers**   | Health risk level is "Critical" or "At 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            |

For "just my accounts", use the **My Accounts** chip on any view instead of a saved view.