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 table or board mode.

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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.

What you can filter by:

Group	Options
Chat Type	Chat User, 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
Pinned	Pinned / Unpinned
Custom Fields	Any value of any custom column, plus Has custom fields / No custom fields

Alongside filters, two scope controls:

• Accounts, which connected accounts this screen covers.
• Folders, filter by your real Telegram folders.

Everything active shows as a chip in the row under the toolbar. Click a chip to clear that one thing, or Clear all.

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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

Columns in the toolbar. Columns are grouped as Columns (fixed), Metadata, Special and Custom columns, each with a description. Toggle visibility, drag to reorder, or Add column to create a new one.

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The view summary

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

The view summary panel (“What’s active in your current screen”) is the fastest way to see and edit the whole configuration at once:

Row	Shows	Click to
Columns	{visible}/{total} shown	Hide a column, add a filter
Filters	{n} active	Clear or edit a filter
Sorting	Field + Ascending/Descending	Toggle direction, remove sort
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
View	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. Click Save current view (or Save as new view if you’re editing an existing one).
2. Give it a View name.
3. Optionally tick Share with workspace and/or Set as default.

Saved views appear in the Views menu under Saved Views, and shared ones under Shared views with a Shared badge and “by {name}”.

Unsaved changes

When your screen drifts from the saved view you get an Unsaved marker and a changes pill. Open it to see exactly what changed - Added, Removed, Moved, Cleared, was {value}, was unsorted, and undo any single change, or Discard changes to snap back. Update {name} saves the drift into the view.

Managing a view

From the view’s menu: Rename, Share with workspace / Stop sharing, Set as default / Remove default, and delete. Reset to default returns the screen to Entergram’s out-of-the-box layout.

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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