ObjectStackViews — See Data Your Way
Nine list views over the same records — table, kanban, calendar, gantt, gallery, timeline, map, tree, chart — plus saved filters and global search
The same records can be opened through different lenses, and each team picks the lens that matches how they work. Views are declared, named, saved, and shared — not coded.
Nine list views
| View | What it looks like | Typical CRM use |
|---|---|---|
| Table | Spreadsheet-style list: sort, filter, group, hide columns | The opportunity master list |
| Kanban | Cards in columns by stage; drag a card to change stage | Sales pipeline by stage, with amount and owner on each card |
| Calendar | Records on a date grid | Follow-up tasks, visits, expected close dates |
| Gantt | Time bars with dependencies | Delivery and implementation plans |
| Gallery | Large-image cards | Product catalogs, reference cases |
| Timeline | Records along a time axis | Customer interaction history |
| Map | Records pinned by location | Territory coverage, field-visit routing |
| Tree | Expandable hierarchy | Corporate account structures |
| Chart | The list rendered as a chart | See Analytics |
One object can carry many named views at once — "My open deals (table)", "East-region pipeline (kanban)", "Delivery schedule (gantt)" — and a default can be set per team.
Finding anything
- Global search (
⌘K) spans objects and understands partial matches — including pinyin search, so typingzhangsanfinds 张三. - Filters combine any fields with and/or logic and a full operator set (equals, contains, greater than, between, is empty…).
- Relative dates: "this quarter", "last month", "past 7 days", "next 30 days" — 36 built-in tokens plus custom offsets. A saved view filtered on "this quarter" rolls forward every day by itself.
- Per-person scoping: views like "My accounts" or "My team's opportunities" resolve per viewer automatically, following the permission model.
In HotCRM: twelve view files cover every object — open the Opportunity object and switch between its pipeline kanban, forecast table, and close-date calendar to feel the difference lenses make.
For developers: view metadata in Views & Apps.