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# How to Create Filtered Views & Add Favorites

Customize your record lists with filters, column layouts, and sorting — then save them as reusable views and favorites.

## Overview
Breakcold lets you create custom **filtered views** for People, Companies, and Deals. You can configure which columns are visible, how records are sorted, and apply filters to narrow down your data. Save these configurations as **named views** and add them to your **Favorites** in the sidebar for one-click access.
* **Display panel** — choose columns, sorting, and table vs. Kanban layout
* **Filters** — narrow records by field conditions (equals, is empty, starts with, etc.)
* **Save & Save as new** — save your configuration as the current view or create a new one
* **Favorites** — pin saved views to the left sidebar for quick access
## Step 1 — Open the Display Panel
Navigate to any record list (People, Companies, or Deals) and click the **Display** button in the top-right corner.
Start on any record list — click "Display" in the top-right corner.
## Step 2 — Customize Columns and Sorting
The Display panel lets you configure how your view looks:
1. **View Type** — toggle between **Table** and **Kanban** layout.
2. **Sorting** — choose which field to sort by (e.g. Last Interaction, Name, Created).
3. **Columns** — check or uncheck fields to show or hide them in the table. Available fields include Last Interaction, Company, Job Title, Email, Phone, Bio, Tags, Owner, Created, and more.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_1cm5t9f.png)

The Display panel — configure view type, sorting, and visible columns.
Toggle columns on or off to customize what data is visible in your list.
## Step 3 — Save the View
Once you've configured your columns and sorting, you have two options:
1. **Save** — updates the current view with your new configuration.
2. **Save as new** — creates a brand-new named view, leaving the original unchanged.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_w4476s.png)

Click "Save" to update the current view, or "Save as new" to create a separate view.
A "View saved" confirmation appears when your changes are saved.
## Step 4 — Add Filters to Narrow Your Data
Click the **Filter** button at the top of the page to add conditions that narrow which records are displayed.
1. Click **Filter** to open the filter panel.
2. Select a **field** to filter by (e.g. Website, People, Deals, Company Industry, LinkedIn, etc.).
3. Choose a **condition**: equals, does not equal, starts with, is empty, or is not empty.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_1bsme4p.png)

Select a field and a condition to filter your records.
4. Click **Apply** to run the filter.
Choose a condition like "is empty" and click Apply.
The filtered view shows only matching records (e.g. 7 of 47 companies with no website).
| Tip — You can stack multiple filters to create complex conditions. Each active filter appears as a chip at the top of the view.
**Note —** Breakcold also offers an **AI Filter** option at the top of the filter field list for natural-language filtering.
## Step 5 — Save a Filtered View
After applying your filters, click **Save as new** in the Display panel to save this filtered configuration as a named view. The new view will appear in the **view dropdown** at the top of the page.
Saved views appear in the view dropdown for easy switching.
## Step 6 — Add Views to Favorites
Saved views can be **added to your Favorites** so they appear in the left sidebar for one-click access. Favorites are visible under the **Favorites** section in the sidebar, below People, Companies, and Deals.
![](https://storage.crisp.chat/users/helpdesk/website/-/c/f/1/8/cf18dcba819a5000/image_wzap8.png)
A saved filtered view with multiple active filters, accessible from Favorites.
Favorite views appear in the left sidebar — click to jump directly to the filtered list.
| Tip — Default favorites like Last Interaction 7+ Days, No active deals, and Stalled Deals 30+ Days are pre-built to help you stay on top of your pipeline.
## Frequently Asked Questions
**Can I create filtered views for People, Companies, and Deals?**
Yes. The same Display and Filter tools work across all three record types. Each object has its own set of saved views.
**How many views can I create?**
There is no limit. Create as many saved views as your workflow requires.
**Can I combine multiple filters?**
Yes. You can stack multiple filter conditions to create highly specific views. Each filter appears as a removable chip at the top of the list.
**What is the AI Filter?**
The AI Filter lets you describe your filter in natural language instead of manually selecting fields and conditions. It appears at the top of the filter field list.
**How do I remove a view from Favorites?**
Click the star icon next to the view name to toggle it out of Favorites. The view still exists in the view dropdown — it just won't appear in the sidebar.
**Can I set a view as the default?**
Yes. In the view dropdown, the view marked as "Default" loads automatically when you navigate to that record type. You can change which view is the default from the view selector.