Sorting, filtering, and grouping People

In standard mode, you can show and hide columns, sort columns, apply simple filters, and create basic groupings.

When you switch to advanced mode, you can create more complex filters using the filter builder and define nested groupings.

Show columns, sort column content, filter, and apply standard grouping

Your contacts are displayed in a table view by default. Thus, in Table View, similar to an Office list, you can show and hide columns, sort and filter column contents, and group the entire view by one or more columns. You can save compiled views as a template.

Showing and hiding columns, grouping by columns and filtering column contents

In the table view, similar to an Office-style list, you can show and hide columns:

1. In the top right corner, click the three dots and then select Choose columns to open the column menu.

2. To add a column to the view, click the column in the menu and drag it to the desired position in the table. To remove a column from the view, open the column menu and drag the column out of the table back into the menu. You can freely rearrange columns in the view to create a layout that suits your needs.

3. Click a column header to sort in ascending or descending order, or to remove sorting.

4. Click the filter icon to filter by specific content, for example filtering the Email column by “@companydomain.com”.

5. Click the Group button and choose whether you want to apply No grouping (default), or group by Company, Division, Location, or Company > Division.

Apply more complex filters and groupings

If you want to use more advanced filters or groupings, switch to Advanced Mode:

1. Click the three dots in the top right corner and enable the Advanced Mode toggle.
2. A field labeled Drag a column header here to group by that column will appear above the table view.
3. Drag the column you want to group by into this area. You can also group by multiple columns.
4. Within these groupings, you can apply filters and sort in ascending or descending order.

To create more complex filters using the filter builder:

1. Click the funnel icon Create filter below the table.
2. In the filter builder, define rules and conditions to filter the table view.

For more information, see the help article Grouping, filtering, and sorting list views.