Use boards, filters and saved views
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Understand what a board shows
A board is a way to browse and work with records in one module. On Leads, each row or card is a lead. On Invoices, it is an invoice. On Implementation → Projects, it is a project. Opening a record gives you more detail and actions for that item.
A view determines how the same records appear. A filter limits which records appear. A saved board lets you return to a named set of choices later. The controls and views available depend on the page and your access.
Pick a view for the job
| View | Use it when |
|---|---|
| Table | You want to scan fields such as owner, status and due date across many records. |
| Kanban | You want to see work by stage. Where moving cards is allowed, dragging a card can change its stage or open an action such as recording a payment. |
| Calendar | You want to plan work by date. Check which date the board uses, such as an invoice due date. |
| Gantt | On Implementation, you want to compare project start and due dates across a timeline. |
Find records using the toolbar
- Use Search for a name or reference number. Use Person where the board supports filtering by owner.
- Use Filter for conditions such as stage, status, date range, priority or labels. Each module offers different filters.
- Use Group by to put matching records into sections, and Sort to choose their order where supported. Some boards already group records by status.
- Use Columns to show or hide fields where the control is available. Open a row to find information that is easier to read in the record panel.
If you cannot find a record, clear the search and filters, check the active saved board, and try the default view. If the record is still missing, confirm your role can see it.
Save a view you use often
Open Boards or Saved boards, then save the current view under a clear name. For example, open Leads, filter to your active leads, choose a sort order and save the board as My active leads. Reopen it later to restore those choices. On Implementation, see how to save and share a project board.
Work safely with selected records
Tick the boxes beside the records you want to work on. The selection bar shows actions for those records. Read the confirmation before a bulk send, archive or stage move. Before using Export, check whether that board exports all matching records or just the records it has loaded.
Open a walkthrough for your board
- Leads and Opportunities for follow-ups, stages and forecast.
- Quotes for creating a quote and checking what happened after sending.
- Invoices for overdue balances, reminders and payments.
- Implementation for project stages, deadlines and requests.