Contact Views

What is a Contact View?

A View is a visual layout of the data you have in your team's contact list. This would include filtering your team's contact list by a given criterion or sorting it by another. For instance, if you wanted a view of all your personal contacts, you could create a new View with the filter Connected to is you applied. 

An important thing to understand: a view is just a different way of looking at the same data you have in your contact list. This means that if you edit the data of a contact while in one View, it will change that data of that contact for all Views across your team's platform. This also means that as new contacts are added that fit the criteria for a View, that contact will also be added to that View. All Views share the same set of fields.

Creating Contact Views

Seeing your existing views

1. Select the Contacts tab.

2. To see all your saved views click the dropdown next to the Filter button on the Contacts page.

3. You can then select the view you want to open from the dropdown.

Team and Your Contact Views

You can create as many views as you need on the 4Degrees platform in addition to two default contact views:
• the Team Contacts view
• the Your Contacts view

The Team Contacts view allows you to see your team’s combined network, and the Your Contacts view is focused on your individual network.

Creating a Contact View

1. On the Contacts page, select Filter which can be found below the List actions button.

2. On the Filter box, select the criteria you want your contacts to meet. You can do this by setting filters and you can add multiple filters as you see fit. Click Apply once done.

3. After filtering the contacts into a group, you can save your view by selecting the Save as New View button.

4. You will then be prompted to name your view. After typing in the view name, click Create to create your new view.

5. Once the view was successfully saved, pop up notification will let you know that your View was created and the contacts view will automatically show the view you just created.

6. Once you switch to a different view, you will be able to find the view you created in the view dropdown.

Editing a Contact View

1. To make changes to a saved view, select the view from the dropdown.

2. Once you're on the view you want to make changes to, click the Filter button.

3. On the filter options, add the changes as needed and click Apply to save the changes.

4. You will then be prompted to either Save (apply the changes directly to the current view) or Save as New View (leave the current view as is and instead create a new view with the criteria you just set.)

Deleting a Contact View

1. Open the views dropdown menu.

2. On the dropdown, select Manage views and click the x icon next to the view you would like to delete.

3. Once the view is successfully delete, you will get a confirmation notification.