---
title: "Views, filters, columns and Smartviews"
description: "Sort and filter the Companies and People grids, choose columns, switch between list and board, and save a filter set as a Smartview tab."
url: https://help.k3x.ai/en/articles/59-views-filters-columns-and-smartviews
collection: "Companies, People and Pipelines"
updated: 2026-10-04
language: en
---

# Views, filters, columns and Smartviews

Sort and filter the Companies and People grids, choose columns, switch between list and board, and save a filter set as a Smartview tab.

The **Companies** and **People** tabs open on the **All records** view: every record in your workspace, as a grid. From there you narrow, sort, rearrange and save.

## Sort and filter from the column headers

1.  Hover over a column header, for example **Pipeline Stage** or **Lead Owner**.
    
2.  Click the header menu to sort ascending or descending, or to filter on a value.
    
3.  Stack filters across several columns. The grid updates as you go.
    

Date columns (**Date Created**, **Date Updated**) are the quickest way to find what is new or what has gone quiet.

## Choose your columns

Click the **Columns** button above the grid to show or hide columns. Custom fields you have created appear in the list, so a field like Region or Deal Source can sit next to the company name. Column choices are saved with the Smartview.

## List or board

Two icons at the top right of the grid switch between the **list** view (rows) and the **board** view (cards grouped by stage). The board is handy for a quick visual pass over an owner's accounts; the list is better for bulk work because you can select rows.

## Save a Smartview

A Smartview is a saved combination of filters and columns, shown as a tab next to **All records**.

1.  Set the filters and columns you want.
    
2.  Click the **+** tab next to All records.
    
3.  Name the view and save.
    

Smartviews are live. They re-run their filters every time you open them, so a view like "No touch in 14 days" always shows the current set, not a snapshot. In the Database tab, a saved Smartview keeps refreshing as new matching companies and people enter the database.

## Smartviews teams set up first

-   **My open companies**: Lead Owner is me, Pipeline Stage is an active stage.
    
-   **New this week**: Date Created in the last 7 days.
    
-   **Gone quiet**: Date Updated older than 14 days, stage still active.
    
-   **Missing email**: Email is empty, so you know who to reveal or research.
    

## Act on a view

Select rows in any view and the Action Bar appears at the bottom. Your selection stays put while you change filters, so you can build a list across several passes and then email, call, assign or run an agent on all of it at once.

## Search

The search box in the top bar ("Search everything") finds companies and people by name and other details from anywhere in the app. Use it when you know who you are looking for; use filters when you want a set.

## Related

-   The Action Bar: Assign, Merge, Commands, Agents, Email, Call, SMS, Archive
    
-   Custom fields for companies, people and deals
    
-   Companies and People: how K3X organizes your CRM