Search, Filters & Sorting

A filter without a value is a suggestion: tap it and set a condition to turn it active. The × on an active filter clears it, and Clear all resets the whole list. Filter adds any field that isn't suggested, custom fields and the Advanced builder included, and the search box suggests filters for what you type. The conditions themselves are the same as on desktop; the filter types section covers what each field can do.

Tap Sort, pick a field and a direction, then tap Apply. Your phone keeps its own sort order, independent of your desktop, unless a saved view sets its own sort.

The bookmark button at the start of the filters holds your views. Set up the list the way you want it (filters, search, and sort), then choose Save as view… and give it a name, for example Available at least 1 as a ready-to-stage list. Applying a view later restores exactly what you saved, including its sort, on any device you sign into.

A view isn't locked: change its filters and it shows Edited, with Save changes to keep the new shape and Revert to go back. Views are private to you unless an admin shares them. Shared views appear under Company Views for the whole team.

Copy link in a view's menu puts a URL on the clipboard that opens the list already narrowed down. Search, filters, and sort also live in the page address, so copying the address from the browser shares a one-off setup the same way.

See Inventory for the item list's views and export, Houses for finding projects by stage and market status, and Contacts & Categories for filtering people and categories.