Views and filters - Clearline

Views and filters appear across contacts, opportunities, tasks, schedules, and other operational lists.

Filter records

Use filters to narrow records by built-in fields or custom data model fields. Examples:

Contacts with a specific owner.
Opportunities in a selected pipeline.
Tasks due before today.
Appointments for one appointment type.
Conversations assigned to a specific inbox member.

Choose visible fields

Use display options to show the columns that matter to the workflow. Custom fields from Settings → Data model can appear as columns when they apply to that object type.

Save practical views

Recommended views:

View	Useful filters
My overdue tasks	Assignee is me, due date before today, status is not completed
Active opportunities	Stage is not closed, owner is my team
Upcoming appointments	Start date in the next 7 days
High-priority contacts	Custom priority field is high

Keep the data model clean. Clear field names make filters easier for everyone to understand.