1. Click on Jobs

Note that this term could be "Clients," "Pets," "Projects," or another CRM Term controlled in your Settings

2. Click on Columns

3. Choose which columns you want to appear in this view, and click and drag them in your preferred order

4. When you're finished with Columns, click on Done.

5. Click on Filters

6. Choose from the available filters to only show contacts that fit the criteria.

7. When clicking on a filter, use the checkboxes to select one or more values for the filter.

8. Click on the back arrow to return to Filters

Repeat this step as often as you like to apply a combination of filters.

9. Once your view is set up, Click on Save as new

10. Give a name to the new view

As an optional step, you can add a description and choose to share this view with all staff members.

11. Click on Save

You are able to return to this view at any time