Search, filter, and save customer views
The Kunder page gives you several ways to narrow the list down to what you're looking for:
- 1Search — type a name, email, or other detail into the search box at the top of the list to jump to a specific customer.
- 2Filters — open the filter panel to narrow by things like industry, account status, or health score.
- 3Owner — if you're allowed to see other people's customers, use the user filter to switch between just your customers and the whole team's.
Once you've set up a filter you use often, save it as a view so you don't have to rebuild it each time. Saved views show up under Kunder in the sidebar, and you can share a view with your team.
You can also switch the page between a list and a card layout using the toggle near the top right — handy on smaller screens.
The filter bar and saved views are the same component on every list in DealJourney, so anything you learn here works on the others: Filter a list covers building a filter, and Save and share a view covers keeping and sharing one.
Var dette nyttig?