Skip to content
Leat Help Center

Saving views of your contacts, like your top savers or one tier

A view is a saved way of looking at your contacts under CRM → Contacts: which contacts it shows, which columns in what order, and how the table is sorted when it opens. Each view is a tab above the table, so you switch between all your contacts and, say, your top savers in one click.

A view only changes what you see. It doesn't send anything, give anyone points or change a contact. To email a group, reward them or use them in an automation, make a contact list instead. See Creating a contact list.

The All contacts view

Every account has one view to start with, All contacts. It always shows every contact and you can't rename or delete it, but you can change its columns and its default sort.

While it's your only view, the page shows no tabs. They appear as soon as you add a second view.

Add a view

  1. Go to CRM → Contacts.
  2. Click Manage views at the top right.
  3. Click New view, below the list of views. The view is added straight away, called New view.
  4. Under Name, type the name for its tab.
  5. Under Contacts, choose which contacts it shows:
    • All contacts: every contact.
    • Narrow down: pick Contact lists, Tiers or Selection of contacts, then choose which ones.
  6. Click Save.

A new view starts with the same columns as All contacts and becomes the last tab.

Which contacts a narrowed-down view shows

  • Contact lists: the contacts who are in any of the lists you picked right now. A dynamic list that isn't active yet has no members, so a view on it stays empty until you click Activate on the list.
  • Tiers: the contacts who are in any of the tiers you picked right now.
  • Selection of contacts: exactly the contacts you picked.

A view can't filter by itself. To see, for example, contacts with more than 500 points, build a dynamic list with that filter and narrow the view down to the list.

Sort a view when it opens

  1. In Manage views, select the view.
  2. Switch on Default sort.
  3. Under Sort by, choose the column.
  4. Under Direction, choose Ascending (lowest, oldest or A first) or Descending (highest, newest or Z first).

This is saved as soon as you choose it. Clicking a column header above the table still sorts it differently for the moment, and the next time you open the view it's back to its default sort. Switch Default sort off to remove it.

Choose a view's columns

Each view has its own columns. You change them in two places:

  • In Manage views, under Columns, for the view you selected.
  • With Edit columns, above the table, for the tab that's open. It changes that view only.

Both show Hidden columns and Visible columns. See How to edit the columns in the contact overview page.

Example: see who has the most points

  1. Go to CRM → Contacts and click Manage views.
  2. Click New view, name it "Top savers" and leave Contacts on All contacts.
  3. Under Columns, add Points balance if it isn't visible yet.
  4. Switch on Default sort, choose Points balance under Sort by and Descending under Direction.
  5. Click Save.

The Top savers tab now always opens with the contacts with the highest points balance at the top. Use Total points received instead to rank them by everything they've ever earned.

Let the AI assistant make a view

You can also ask the AI assistant, for example "show my contacts with the most points at the top" or "make a tab for my Gold tier with their last transaction date". It proposes the view's name, which contacts it shows, its columns and its default sort, and only saves it once you say yes. You then get a link to the new tab.

The assistant can also change the columns or the default sort of a view you already have, including All contacts. Deleting a view and changing the order of the tabs is done in Manage views.

Reorder, rename or delete a view

All of this is in Manage views:

  • Reorder: drag a view up or down by the handle next to it. The first view is the tab that opens when you go to CRM → Contacts.
  • Rename: select the view, change its Name and click Save.
  • Delete: select the view, click Delete view and confirm. Only the view is deleted. The contacts in it stay in your account.

Who sees your views

Views belong to your account, not to you. Everyone who opens CRM → Contacts in your account sees the same tabs, columns and sorting.

Back to the help center