About Table Views
Table views display records in rows with customizable columns—like a spreadsheet. This is the default view type for most objects.
Features
Column Configuration
- Show or hide columns (fields)
- Resize column widths
- Reorder columns by dragging
Group By a Select Field
Organize records into collapsible groups based on a field of select type.
- Click Options
- Select Group
- Choose a Select field
- Configure group order under Options → Group → Sort:
- Alphabetical or Reverse alphabetical
- Manual order: Drag groups under “Visible groups” to reorder
- Click the eye icon next to a group to hide it
- Group Company by Type
- Group Opportunities by Stage
- Group Tasks by Status
For best performance, limit to 10-15 visible groups per view. If you need more groups, consider using a Dashboard instead.
Column Widths
Resize columns to show more or less content:- Hover between two column headers
- Click and drag the column border
- Release to set the new width
When to Use Table Views
Table views work best for:- Browsing large datasets — scan many records quickly
- Data entry — edit multiple records efficiently
- Detailed analysis — see many fields at once
- Sorting and filtering — find specific records
Related
- Fields and Columns — configuring which fields to display
- Filters and Sorting — narrowing down records