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Group your table view by a Select field to organize records into collapsible sections.

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Steps

  1. Navigate to the object (People, Companies, etc.)
  2. Click the view dropdown → + Add view
  3. Name your view (e.g., “Companies by Type”)
  4. Click Create
  5. Click Options → Group
  6. Choose a Select field to group by
  7. Click Save

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Configure Group Order

Under Options → Group → Sort, choose how groups are ordered:
OptionDescription
AlphabeticalA to Z
Reverse alphabeticalZ to A
Manual orderDrag groups to reorder under “Visible groups”
Click the eye icon next to a group to hide it from the view.
For best performance, limit to 10-15 visible groups. If you need more, consider using a Dashboard instead.

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Example: Companies by Industry

  1. Go to Companies
  2. Create a new view named “By Industry”
  3. Click Options → Group
  4. Select the Industry field
  5. Save
Now your companies are organized by industry, making it easy to focus on one segment at a time.