Article

    Find, filter, and sort your records

    3 min read
    Last updated 2 hours ago
    + r) ahoy

    Find, filter, and sort your records

    Search a list, narrow it down, and save the result as a view.

    Every list in Ahoy – contacts, companies, deals, tasks – has the same tools for narrowing down what you see. You can search, filter, sort, and save the result as a view.

    Search

    • One list. Click Search in the list's toolbar to search within the list you're on.
    • Everything. Use the search at the top of Ahoy to search contacts, companies, and deals together.

    Filter

    1. Click Filter in the toolbar.
    2. Click Add filter and choose a property. You can also filter on a linked record, such as a deal's company.
    3. Choose how to compare, then enter a value.
      The comparisons depend on the field type.
    Field typeComparisons
    TextEquals, Not equals, Contains, Does not contain, Starts with, Ends with
    NumberGreater than, Less than, At least, At most
    DateIs on, Is before, Is after, Is between, or a period
    SelectIs, Is not, Is any of, Is not any of
    AnyIs empty, Is not empty

    Filter by time from today

    Date fields can be compared to today. Choose Less than or More than, then a number and a time span.

    For example, to find deals that have gone quiet, filter the last activity date to more than 30 days ago.

    Combine filters

    Conditions in the same group must all be true. Add a second group to find records that match one group or the other.

    Sort and arrange columns

    Open a column's menu from its header.

    • Sort ascending or Sort descending.
    • Move left or Move right.
    • Hide column.

    Save a view

    A view remembers your filters, sorting, and columns.

    1. Set the list up the way you want it.
    2. Choose Save current view and give it a name.
    3. Turn on Share with team if teammates should see it.
    4. Turn on Set as default view to open the list this way every time.
      After you change a saved view, you'll see an unsaved changes marker. From the view's menu, choose Save changes, Save as new view, or Discard changes. The same menu has Rename, Set as default, and Delete.

    Work with several records at once

    Select the records you want, then use the bulk actions bar.

    • Export selected.
    • Assign selected.
    • Delete selected.

    Need help?

    Email help@ahoy.ai or message us in your shared Slack channel.

    Related articles

    • Contacts and companies
    • Pipelines and deals
    • Tasks and reminders