Build and save a focused CRM view

A view is a saved snapshot of the screen: which columns are visible and in what order, what’s filtered, how it’s sorted, which folders and accounts are in scope, and whether you’re in grid, table or board mode.

Grid, Table or Board

Every view picks its layout with the three-icon switch on the View row:

Layout	What you see
Grid	Spreadsheet rows. The last message and Telegram folders get their own columns right after the chat name, photos get smaller and every row is the same, shorter height.
Table	The standard layout, like a messaging app. Each chat shows its photo, last message and folders stacked in one cell.
Board	Kanban lanes grouped by a field. Only in workspace mode.

The layout is saved with the view, so everyone who opens a shared view sees the same one. In Grid, the Last message and Folders columns can’t be hidden, moved or pinned on their own. On a phone, Grid leaves folders and field labels out of the chat list. Grid always draws lines between chats, also in the chat list beside an open conversation; Table doesn’t.

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Filtering

Begin with the filter menu, then select the dimension that matches the job you are trying to complete.

For privacy-safe one-to-one work, include Chat User and leave groups, channels, and bots unselected.

Open Filters in the toolbar (“Refine your results”). Every filter can Include or Exclude, so you can say “only VIP” or “everything except VIP” with the same control.

On a computer, while a filter is on, a short row appears under the toolbar with one chip per filter, for example Assignee is Denis. Click a chip to change its values, or its X to remove that filter. A chip turns amber when it differs from the saved view. The + after the chips adds another filter (the filter list only, without views).

When you narrow the accounts or pick Telegram folders, an Accounts or Folders chip joins the row. Clicking it opens just that picker, the same way a filter chip opens its values. Its X goes back to all accounts, or to All chats for folders.

When the chips don’t all fit on the line, they fold into a single Show all filters (N) chip. Its dropdown lists every active filter, account and folder chip with the +, shows the total, and has Clear all, which removes them all at once and closes the dropdown. In a short window the list scrolls. The row disappears when nothing is filtered.

On a phone the row is hidden. Instead, the view button shows how many filters are on (amber when they are not saved to the view); tap it to see and change them.

To remove filters without unticking every value:

• All filters: while any filter is on, the Filters row in the view panel has an X next to its name that clears them in one click. Assignee has its own row and keeps its value. After you change a filter, the X turns into an undo arrow that puts the filters back the way the saved view has them, so a clear-all is always one click to undo.
• One field: in the field list, an active field shows its values with an X (blue, saved filter) or an undo arrow (amber, changed since you saved). The X clears that field; the arrow puts it back to the saved view. The same icon sits next to the field name when you open it.

What you can filter by:

Group	Options
Chat Type	Chat User (includes channel direct messages), Group, Channel, Supergroup, Bot
Online / Last seen	Seen in last hour / 24 hours / 7 days / more than 7 days ago
Last message age	Last 5 min, 15 min, 30 min, 1 hour, 6 hours, 24 hours, 7 days, 30 days, No messages
Last message from	Me, Recipient, Other
Pinned	Pinned / Unpinned
Custom Fields	Any value of any custom column, plus Has custom fields / No custom fields

Last message from filters by direction relative to each connected Telegram account, even when the column displays a person’s name. Me means that account sent the latest message. Recipient means an incoming message in a direct conversation, including bots and channel inboxes. Other means an incoming message in a group or channel, including a teammate’s other Telegram account. Excluding Me also includes chats that have no messages. Old saved sender names are removed automatically when loading filters.

Alongside filters, two scope controls:

• Accounts, which connected accounts this screen covers.
• Folders, filter by your real Telegram folders, or by each account’s Archived chats and Blocked contacts, which the picker lists for every account.

The Accounts count matches the accounts ticked in its picker. If a saved view refers to an account you cannot access, it shows You’re not connected to this account rather than including other accounts automatically. Select an available account or All accounts to change the current scope. Reconnecting the same Telegram account restores its saved scope.

Both show as chips in the row under the toolbar while they narrow the list. Click the chip to change it, or its X to clear it.

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Sorting

Sort by in the toolbar, or click a column header. Defaults available: Chat Name, Last Message, Unread Count, Chat Type, Members Count, Phone Number, plus your custom columns. Flip direction from the sort chip; Clear sorting removes it.

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Choosing columns

Open the views panel and click the Columns row, which shows how many columns are visible (for example 31 of 36). Columns are grouped as Columns (fixed), Metadata, Special and Custom columns, each with a description. Toggle visibility or drag to reorder. To create a column, click the + next to the count on the Columns row (Create new column).

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The views panel

The view summary is the quickest audit of everything shaping the current table.

The view button next to the search box opens the views panel, the fastest way to see and edit the whole configuration at once. It has two parts:

• Saved views: every view you can open, one per row. The view you are on is highlighted, shared views carry a people icon, and New View at the end saves the current screen as a new view.
• This view: one row per setting of the view on screen, with its current value on the right. Click a value to change it.

Row	Shows	Click to
Columns	{shown} of {total}	Open the column list. The + beside it creates a column
Filters	The active filters, or Add filter	Add, edit or clear a filter
Sorting	The sort field, plus an arrow for the direction	Pick another field, flip the direction
Telegram Folders	{n} selected	Add or remove a folder
Accounts	{n}/{total}	Add or remove an account
Group	Grouped by … / No grouping	Change the grouping dimension
Board View	Grid / Table / Board	Switch layout

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Saving a view

Return to a known workflow from Saved Views instead of rebuilding filters every day.

Once the screen looks right:

1. Open the views panel and click New View at the end of Saved views. The view is saved from the current screen at once, and its edit form opens.
2. Give it a name and, optionally, an icon. Cancel removes the new view again.
3. Optionally tick Pin as Default view, and share it from the people icon on the This view line.

Saved views are listed under Saved views in the panel. A shared view carries a people icon, and on a view a teammate shared with you the panel says who shared it.

Unsaved changes

When your screen drifts from the saved view, the view button shows an Unsaved marker. In the views panel, the This view line says how many settings changed (for example 2 unsaved changes), and each changed row has a darker label with a small blue undo arrow right after it. Click the arrow to put just that setting back the way the saved view has it.

Only your own edits count. Reloading or switching between views doesn’t mark a view as Unsaved, and neither does the Grid layout’s Last message and Folders columns. A view saved with no Telegram folders opens on All chats, so choosing All chats in the Chat archive menu leaves it unchanged.

While anything is unsaved, a bar at the bottom of the panel offers Discard on the left, which snaps back to the saved view. The buttons on the right keep the drift, and what they say depends on which view you are standing on:

You are on	Buttons	What they do
A view you own	Save as new and Save	Save writes the drift into that view. Save as new keeps it as a new view of your own (named after the current one, for example “Sales 2”) and leaves the view as it was saved
Default, before you have saved anything	Update Default	Creates a view named Default, marked as your default, that every later edit updates in place
A view a teammate shared with you	Save as new view	Keeps your version as your own view. Theirs is untouched

If an admin turned view management off for you, Discard is the only button: you work inside the views shared with you and cannot save your own.

Managing a view

On a view with no unsaved changes, the icons at the end of the This view line edit the view (name, icon, default), share it, star it and delete it. Only the person who created a view can delete it. On a view a teammate shared with you, the delete icon is greyed out and its tooltip names the owner.

Your default view is the one that opens first and sits at the top of Saved views. To change it, use any of these:

• Drag the view’s row onto the first row. On a phone or tablet, press and hold the row first, then drag it.
• Hover the row and click the small pin at its end.
• Edit the view and tick Pin as Default view.

Once a view is your default, you can’t untick it or delete that view: pin another view instead. Until you pin one, the built-in Default row stays first, and dropping a view on it makes that view your default. Dragging a row anywhere else does not reorder the list. Your default is personal and never changes what teammates see. Starring a view only adds it to your starred list and does not make it the default.

On a computer, once you star two or more views they sit as tabs in the toolbar, so one click switches between them. When the toolbar runs short of room (a narrow window, the side menu expanded, or Large text), it makes space step by step: the starred tabs other than the one you’re on show only their icons, and finally the tabs fold into a single button with the current view’s icon and name, as on a phone. Click that button to open the views panel and pick another view. Widen the window and the tabs come back.

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Views on Tickets

The Tickets page has the same views, filters, columns and board machinery, filtered on ticket fields instead of chat fields. See Ticket views, board & bulk.

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Practical patterns

View	Setup
My morning queue	Filter: unread + last message < 24h; sort by Unread Counter desc
Stalled deals	Filter: Stage = Negotiating, Counter > 7 days
Untagged	Filter: No custom fields, your tagging backlog
Team board	Board mode grouped by Owner, shared with the workspace