KretaOSHelp
Sign in
Clients, people & deals

Saved views

Filter, sort and add columns to your Clients list, then save it as a named view for yourself or the whole team.

Updated 8 Oct 2026

Most teams look at the same few slices of their book again and again: Tier 1 clients in Gujarat, leads from the trade fair, distributors who have gone quiet. A saved view keeps a slice of the Clients list one click away.

Shape the list

Above the list on Clients are three tools:

  • Filter: start with the Quick filters (Going quiet, Never contacted, At risk, No owner), pick an Owner, or build a condition under By field. Choose a field (built-in ones such as Last contact, Relationship score, Tier, Region, Industry, Tags, Lead source, Added, or any custom field), a condition such as is, contains, more than N days ago or is any of, and a value.
  • Sort: order by any of those fields.
  • More (⋯) › Columns: add up to eight extra columns to the list.

Each filter shows as a chip under the tools; press its × to remove it, or Clear all. The tabs (Clients, Leads, Partners, Contacts) and the plain-English filter bar work alongside these.

Save it

  1. Press View, then Save this view….
  2. Give it a Name, such as Pune distributors gone quiet.
  3. Tick Share with team if everyone should see it. Leave it unticked to keep it to yourself.
  4. Press Save.

The View button now shows the view's name. Open it again from the same menu, or pick Default to go back to the plain list. Shared views are marked team in the menu.

Change a view

Change a filter while a view is open and a small dot appears on View. Then:

  • Update "…" saves the change into the view.
  • Save as a new view… keeps the original and saves a new one.
  • Rename, share or delete… lets you rename it, share or unshare it, or Delete it (you confirm first).

You can change a view you made. An Admin can also change a shared view.

A view is a link

Everything about a view lives in the page address. Copy the address from your browser to send a teammate exactly what you are looking at, filters, sort and columns included. When it opens, KretaOS checks the filters against your workspace's current fields, so a link to an archived field drops that filter.

Related

  • Custom fields — Add the details your team tracks that KretaOS does not have yet, such as a GSTIN, a city or a renewal date, on clients, people and deals.
  • Tags — Label clients with short tags such as cotton or export, and use them to filter your list and saved views.
  • Clients, leads and partners — The four kinds of record on the Clients page, the statuses each one moves through, and how a lead becomes a client.
  • Fill a column with AI — Admins can have KretaOS fill one of your client fields for every client in a view — such as Hot, Warm or Cold — from what it already knows.
Did this answer it?

Or write to contact@tamkis.com