Your CRM can have multiple views for your client list, custom-fit for your needs. You can create multiple views for a specific staff member or share them with your entire team. A view is a custom set of filters and display settings applied to your client list. You may want to create specific views for particular workflows or tasks — for example, "Call every new incoming lead" or "Contact customers who have approved their estimates to schedule the job." Each new view will appear as a tab at the top of your client list.

To use one of your existing views as a starting point, select it from the tabs at the top. Note that preset views cannot be edited, but any changes you make can be saved as a new view. If you prefer to start from scratch, leave the selection set to All and begin configuring your new view.

To set your view, you'll need to create a combination of filters and columns.

Click on Filters to see available filters that can be applied to your client list. In the menu that appears, select a combination of filters to apply to your client list

Click on one of the available filters, and then check the box for the values you want included in the list. Note that if multiple checkboxes are checked, all clients containing any of those values will display.

When filtering by tags, you are able to select OR or AND logic. When OR is selected, clients containing any selected tags will be displayed. When AND is selected, clients containing ALL tags will be displayed.

At the bottom of the list you will find Smart Filters. Unlike standard filters, these are not based on data in the client card — instead, they reflect actions taken elsewhere in Thryv Business Center. When one or more of these filters are selected, any clients who meet the matching criteria will be displayed.

High Thryver Tip: Make sure to log all client activities in Thryv Business Center — including offline (cash/check) payments, appointments, and any other interactions — so that this information stays accurate and up to date.

Remember, you can apply multiple filters to your view at a time. When filters are applied they will display above your client list. Only clients who fit all of the filters will display. To dismiss an individual filter, click on the X icon next to it. Or, to clear all filters, click on Clear All

Now that we have filtered the list to relevant clients, use Columns to determine what information about these clients to display, and the order the information appears in. You are able to arrange the columns in any order you like, and save them to your custom view. To rearrange your columns, click on the Columns button.

Once you have created a combination of filters and column arrangement, all that's left is to save this new view so you can return to it later. To do so, click on Save as new in the top right. 

In the window that appears, you will be able to customize how this view is saved. Give this view a name, which will display on its tab on the top row. Then, create a description for this view, up to 100 characters. Finally, determine if this view is only accessible by you or available to your whole staff. When finished, click on Save.

Note: No action taken when saving a view will send a notification of any kind to the clients in this view. 

Your view will be saved on the top row of tabs above your client list. Click on the tri-dots next to it to edit this view later, or delete it. Note that you can drag and drop to change the order of these tabs.