Creating Custom Contact View

1. Accessing the Views Menu

1. Log in to Geta.ai.

2. Go to the Contacts module.

3. Click the All Contacts dropdown at the top.

4. You will see three sections:

   • Favourites – views you have marked as favourite

   • Default Filters – built-in filters such as All Contacts, My Contacts, Unassigned Contacts

   • Created Views – custom views previously created by you or shared with you

2. Creating a New View

1. Click + Add View.

2. The Create New View panel opens.

3. Enter a View Name.

3. Sharing the View

1. Under Share with, click the dropdown.

2. Choose one of the three options:

   • Just Me – only you will see this view

   • Everyone – every user in the account can access this view

   • Selected Users – choose specific users who can see this view

3. If selecting Selected Users, open the dropdown again and choose one or multiple users.

4. Under Access Level, choose:

   • Can View – users can only view

   • Can View and Edit – users can view and make changes

5. If you want to restrict access back to yourself, switch back to Just Me.

4. Adding Filter Conditions

Filters control which contacts appear in your view.

1. Click Add Condition.

2. Choose a Contact Property (e.g., First Name, Created Time, Email, Lead Source, etc.).

3. Select an operator. Operators include:

   • Is – matches exactly

   • Is Not – must not match

   • Contains – includes the text

   • Does Not Contain – does not include the text

   • Starts With – begins with the text

   • Does Not Start With – does not begin with the text

   • Ends With – ends with the text

   • Does Not End With – does not end with the text

   • Is Empty – field has no value

   • Is Not Empty – field has some value

   • Greater Than – value is higher

   • Less Than – value is lower

   • Greater Than or Equal To – higher or equal

   • Less Than or Equal To – lower or equal

   • Between – value falls inside a given range

   • Not Between – value falls outside the range

   • Older Than N Days – created before the last N days

   • Not Older Than N Days – created within the last N days

4. Enter the comparison value when required (text, number, or date).

5. If adding multiple conditions, choose AND or OR:

   • AND – all conditions must be true

   • OR – any condition being true will show the contact

6. Click Apply to refresh results.

5. Choosing and Organizing Columns

1. In Column Preferences, search or scroll to find contact properties.

2. Select individual columns or click Select All.

3. The selected columns will appear on the right side.

4. Drag and reorder columns under Drag to Re-order columns.

5. Optionally, click the star icon to mark the view as a favorite.

6. Saving the View

1. After setting conditions and selecting columns, click Create View.

2. Your view will now be listed under Created Views (and under Favorites if marked).

3. Use the pencil icon to edit the conditions, sharing, or columns at any time.

4. Use the records per page dropdown (10/25/50) to control how many contacts appear per page.

7. Using Your Custom View

Once saved:

• Only contacts matching your filter conditions will appear in the table.

• Only the columns you selected will be displayed.

• Shared users will see the view based on the access level you selected.

Result

You now have a custom contact view that displays only the contacts matching your conditions, with columns arranged the way you prefer. Your view will appear under:

• Favorites (if marked as favorite)

• Created Views