Views & pipelines
Every object in Coco CRM is displayed through views — saved configurations of filters, sorts, grouping, and visible columns. A view belongs to an object and appears as a tab at the top of that object's page. Views are shared with the workspace, so a pipeline you set up is the same pipeline your teammates see.
View types
| Type | Best for |
|---|---|
| Table | Working through lists — leads to call, companies to enrich |
| Kanban | Pipelines — records as cards in columns, grouped by a select field |
| Calendar | Date-driven records — deals by close date, tasks by due date |
Switch or create views with the + button next to the view tabs, then pick the layout.
Filters
Click Filter in the view toolbar and choose a field, an operator (is, is not, contains, is empty, greater than, etc.), and a value. Stack multiple filters; combine them with and/or logic. Filters on relation fields work too — e.g. People where Company is Acme.
Quick filtering: click any cell value and choose Filter by this value.
Sorts
Click Sort and pick one or more fields with ascending/descending order. Sorts apply within kanban columns as well as tables.
Columns and grouping
- Hide/show columns — click the + at the right end of the table header, or toggle fields from the view settings. Hidden fields stay on the record; they just don't render in this view.
- Reorder columns — drag column headers left or right.
- Group rows — group a table by any select field to get collapsible sections (e.g. Leads grouped by Status).
Kanban pipelines
A kanban view groups records into columns by a select field. Each option becomes a column; drag a card between columns to change the field value.
Coco CRM ships a ready-made pipeline: Deals by Stage — a kanban of Deal records grouped by the Stage field, alongside the All Deals table view. See Deals Pipeline. You can build the same pattern for any object: Leads by Status, Campaigns by Status, and so on.
Kanban cards show the fields you choose in view settings, and column headers can show record counts and aggregates (e.g. sum of Amount per stage).
Calendar views
Calendar views plot records on a monthly calendar by a date field — for example, Deals by Close Date or Tasks by Due Date. Click a day to create a record with that date prefilled.
Saving and managing views
Any change to filters, sorts, or columns marks the view as modified. Choose:
- Save as new view — keep the original and add a tab.
- Update view — overwrite the current view for everyone.
Rename, reorder, or delete views from the view tab's context menu. Each object keeps its own set of views, and the leftmost view is the default.
Sharing and restrictions
Views are workspace-level: all members with access to the object see its views. Access to the underlying records is governed by roles — a member whose role can't read an object won't see its views at all. See Members and Roles for object-level permissions.