Finding the Right Record in Seconds with Sorting and Filtering

Apply a filter to show only records matching specific criteria — a particular status, owner, date range, or any other column value. The underlying data isn't changed or deleted; you're just adjusting what's visible. Remove the filter and everything comes back. Stack multiple filters to get very precise views.

Sort by due date to see what's most urgent. Sort by amount to identify your largest items. Sort by status to group work by stage. Sorting and filtering work together — filter to the right subset, then sort within it. This combination handles most 'I just need to find...' requests in under ten seconds.

If you're applying the same filters regularly, save them as a named view. Your 'This Week's Deliverables' filter becomes a one-click view rather than something you rebuild every Monday. Views are available to your whole team, so everyone starts from the same curated perspective.