Search, filter, and save customer views

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The Kunder page gives you several ways to narrow the list down to what you're looking for:

  1. 1Search — type a name, email, or other detail into the search box at the top of the list to jump to a specific customer.
  2. 2Filters — open the filter panel to narrow by things like industry, account status, or health score.
  3. 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.

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