What Gets Saved in a View
When you save a view, it remembers:
Setting | Description |
Filters | Which clients are shown (e.g., only "Active Client" stage) |
Sorts | The order clients appear in (e.g., by Last Name A–Z) |
Column selection | Which columns are visible in the table |
View type | Whether you're using Table, Kanban, or Stage Kanban |
Kanban property | If using Kanban, which custom Select property groups the clients |
Pagination | Scroll type (infinite scroll or button pagination) and rows per page (default 30) |
Accessing Your Views
To access your views:
Go to the Clients page
Click the view dropdown in the toolbar (shows "All Clients" by default)
You'll see your saved custom views plus a "Create New View" option at the top
Click any view to load it instantly
When no custom view is selected, FieldCamp shows all clients in a default table view with these columns: First Name, Last Name, Phone, Address, Email, and Stage.
Creating a Custom View
To create and save your own custom view:
Set up your preferred organization on the Clients page — add filters, sorts, select columns, and choose your view type (Table or Kanban)
Click the view dropdown and select "Create New View"
In the modal, enter a clear name for your view (e.g., "High-Value Leads" or "Q1 Pipeline")
Choose a view type: Table or Kanban
If you chose Kanban, select the grouping property from the dropdown (only Select-type custom properties and the built-in Stage field are available)
Click "Create view"
Your current filters, sorts, column selection, and pagination settings are saved with the view automatically. The new view appears in your view dropdown immediately.
Renaming a Custom View
To rename a saved view:
Open the view dropdown
Click the three-dot menu next to the view you want to rename
Select "Rename"
Enter the new name and confirm
Important: Renaming is the only edit you can make to a saved view. To change a view's filters, sorts, columns, or view type, delete the existing view and create a new one with your updated settings.
Deleting a Custom View
To remove a custom view you no longer need:
Open the view dropdown
Click the three-dot menu next to the view
Select "Delete"
Confirm the deletion
If the deleted view was your currently active view, FieldCamp resets to the default "All Records" state. Deleting a view does not affect your client data.
View Types
Each custom view remembers which view type you were using:
View Type | Description |
Table | Sortable, filterable table with configurable columns. Best for scanning and sorting large client lists. |
Kanban | Client cards grouped by a custom Select property. Best for visualizing how clients are distributed across a property's options. |
Stage Kanban | Client cards grouped by pipeline stage (New Lead, Active Client, etc.). Best for tracking clients through your sales pipeline. |
Kanban note: Kanban views can only group by Select-type custom properties or the built-in Stage field. Every kanban view includes an "Unassigned" column for clients that don't have a value set for the grouping property.
When you switch to a custom view, FieldCamp automatically switches to the correct view type you saved.
Common Custom View Examples
Here are views many small business owners find useful:
"My Active Leads" — filters to Stage = "New Lead", sorted by newest first
"Ready to Invoice" — filters to Stage = "Completed", table view with relevant columns
"This Month's Signups" — filters to Created Date = This Month, sorted by newest first
"By Stage (Board View)" — Stage Kanban view showing all clients across pipeline stages
"By Location" — Kanban grouped by a custom "City" Select property
Multi-User Access
Custom views are personal to your account. Each team member has their own set of saved and pinned views. One person's views don't affect anyone else's setup.
Even when using the same filters, each team member sees only the clients their permission level allows.
Best Practices for Custom Views
Use clear, descriptive names — "Q1 Prospects" is better than "View 1"
Create views for recurring tasks — daily check-ins, weekly reviews, project-specific lists
Pin your 3–5 most-used views — for fast switching in the dropdown
Delete and recreate to change settings — since views can only be renamed, delete the old view and create a new one when your needs change
Review and clean up quarterly — remove views you no longer use
FAQ's
Can I share a saved view with my team?
Can I share a saved view with my team?
No. Custom views in FieldCamp are personal to your account. Each team member has their own set of saved and pinned views. One person's views don't affect anyone else's setup. If you want a teammate to use a similar view, share your filter and column setup so they can recreate it.
What's the difference between table view and kanban view?
What's the difference between table view and kanban view?
Table view shows clients in a sortable, filterable spreadsheet layout with configurable columns. Kanban view shows clients as cards grouped by a property — either the built-in Stage field (Stage Kanban) or any custom Select-type property you've created. Table view is best for scanning and sorting large lists; kanban is best for visualizing pipeline stages.
Can I edit a saved view's filters or columns?
Can I edit a saved view's filters or columns?
No. Once a view is created, you can only rename it. To change a view's filters, sorts, columns, or view type, delete the existing view and create a new one with your updated settings. This applies to all custom views.
What happens when I delete a saved view?
What happens when I delete a saved view?
The view is removed from your dropdown. If the deleted view was your currently active view, FieldCamp resets to the default "All Records" state. Deleting a view does not affect your client data — it only removes the saved filter/sort/column configuration.