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Overview: Views & Column Management

Learn how to use views, filters, and manage columns in Cone's list views

Updated over a month ago

Key features

📌 Views

  • Pre-built views: Each module comes with default views like All, Active, Draft, Completed

  • Custom views: Create up to 5 custom views per module with your preferred filters and columns

  • View persistence: Your views are saved automatically and persist across sessions

  • Quick switching: Switch between views using the tabs at the top of each list

🔍 Filtering capabilities

  • Add filters: Click the Add filter button to filter by any field

  • Multiple filters: Combine multiple filters to narrow down your results

  • Filter types: Text, date ranges, status, amounts, and custom field filters

  • Filter indicators: See at a glance when filters are active with the Filters: X badge

📊 Column management

  • Custom field columns: For entities with custom fields (like Clients), you can show/hide columns

  • Column selection: Choose which columns appear in your view

  • Sort columns: Click any column header to sort by that field

🎯 Grouping Options

  • Group by: Organize your lists by grouping items (e.g., by Status, Due date)

  • Collapsed groups: Expand/collapse groups to focus on what matters

  • Group counts: See the number of items in each group at a glance

What are views?

Views are saved configurations that control how you see and organize your data in Cone. Think of them as different "lenses" through which you can look at your information. Each view remembers:

  • Filters - Which records to show (e.g., only Past due invoices)

  • Columns - What information to display for each record

  • Sorting - How to order the records

  • Grouping - How to organize records into sections

  • Layout - Whether to show data as a List (table) or Board (Kanban)

Why use views?

Views help you

  • Focus on what matters - See only the data relevant to your current task

  • Save time - No need to reapply the same filters repeatedly

  • Stay organized - Different views for different workflows

  • Share perspectives - Share view URLs with team members

Types of views

System views (built-in)

Every module comes with pre-configured system views that cover common use cases. These views

  • Cannot be modified or deleted

  • Provide instant access to frequently needed data filters

  • Serve as starting points for creating custom views

Custom views (user-created)

You can create up to 5 custom views per module to match your specific workflows. Custom views:

  • Can be fully customized with your preferred filters and columns

  • Can be renamed, modified, or deleted as needed

  • Persist via unique URLs that can be bookmarked or shared

What is column management?

Column management lets you control which data fields appear in your table views. You can:

  • Show/hide columns - Display only the information you need

  • Reorder columns - Arrange fields in your preferred sequence

  • Add custom fields - Include any custom fields defined for that module

Important: Column management is only available for modules that have custom fields configured. If you don't see column options, it means that module doesn't have custom fields defined yet

How views and column work together

Views and column management work in harmony:

  1. Select or create a view to filter your data

  2. Customize columns to show relevant fields

  3. Save the combination as a custom view for future use

  4. Switch between views instantly with all settings preserved

For example, you might create an "Overdue payments" view that:

  • Filters to show only past-due invoices

  • Displays columns for client name, amount, days overdue, and contact info

  • Sorts by days overdue (highest first)

  • Highlights critical accounts in red

System views by module

Each module comes with pre-configured system views to help you quickly access commonly needed data:

Clients

  • Prospects - View all potential clients in your pipeline

  • Customers - See active client accounts

  • Active - Filter to currently active clients only

Proposals

  • All - View all proposals

  • Drafts - Proposals being prepared

  • Active - Signed and active proposals

  • Inactive - Lost, expired, or ended proposals

Invoices

  • All - Complete invoice list

  • Draft - Invoices being prepared

  • Open - Sent invoices awaiting payment

  • Scheduled - Invoices set to send automatically

  • Past due - Overdue invoices requiring attention

  • Paid - Completed and paid invoices

  • Cancelled - Cancelled invoices

  • Rejected - Invoices rejected by clients

  • Write off - Written-off bad debt

Tasks

  • List - Your tasks in a table format, organized by due date

  • Board - Your tasks in a Kanban board, organized by due date

Note: Both task views automatically show only tasks assigned to you

Projects

  • List - All projects in table view, grouped by status

  • Board - Projects in Kanban view, grouped by status

Deals

  • List - All deals in table format

  • Board - Deals in Kanban board layout

Creating and managing custom views

  1. View Selector: Click the "View" button to see available options

  2. View Limit: You can create up to 5 custom views per module

  3. View URLs: Each view has a unique URL (with ?v=uuid parameter) for easy sharing

  4. View Tabs: Your custom views appear as tabs alongside the default ones

Column management for custom fields

When working with entities that have custom fields:

  1. Access column Settings: Available in modules where custom fields are configured

  2. Select columns: Choose which custom field columns to display

Common use cases

Sales team

  • View all active proposals

  • Filter by deal value

  • Group by sales stage

Project managers

  • View projects by status

  • Filter by deadline

  • Show custom project health indicators

Finance team

  • View overdue invoices

  • Filter by amount ranges

  • Group by client

Account managers

  • View clients with custom categories

  • Filter by relationship status

  • Show custom fields like Internal ID

Related Articles
Clients and Contacts Overview
Custom Fields Overview
Overview: Custom Roles and Permissions
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