Last updated: October 7, 2024
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On an object index page, quick filters help you segment records by their values for commonly used properties. Each object has default quick filter properties, but you can add your own to quickly access the properties that are most important to you.
If saved to a view, the customized quick filters will appear for all users who access that view. If not saved to a view, the customized quick filters are only shown to the user currently on the view.
Customize quick filters
To add or edit quick filters:
- Navigate to your records:
- Contacts: In your HubSpot account, navigate to CRM > Contacts.
- Companies: In your HubSpot account, navigate to CRM > Companies.
- Deals: In your HubSpot account, navigate to CRM > Deals.
- Tickets: In your HubSpot account, navigate to CRM > Tickets.
- Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
- Above the table or board, click More.
- To add a quick filter, click + Add, then select the property. You can add up to five custom quick filters. Depending on the size of your screen, the quick filters will appear above the table or in the More pop up box.
- To edit the quick filters you've added, click Edit. Default quick filters cannot be rearranged or deleted.
- To remove a quick filter, click the Delete icon.
- To change the order of the filters, click and drag a property to the desired position.
- Click Apply to confirm the changes. This keeps the filters visible only to the current user while remaining in the view, but won't save them to appear in the future.
- To save the filters so they appear for all users who access the view moving forward, after editing the filters, click the Save icon to save the view.
Please note: only the user that created the view can save its quick filters. Admins can also save the filters if your account has access to the Admins editing filters for "unowned" Index Views beta.
Use quick filters
Once you've customized your filters, you can use them to quickly segment records.
- Navigate to your records:
- Contacts: In your HubSpot account, navigate to CRM > Contacts.
- Companies: In your HubSpot account, navigate to CRM > Companies.
- Deals: In your HubSpot account, navigate to CRM > Deals.
- Tickets: In your HubSpot account, navigate to CRM > Tickets.
- Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
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Click the property dropdown menus above the table. For custom quick filters, you may need to click More, then select the property.
- Select filter criteria for the property.
- If a quick filter has criteria set, it will be highlighted. To remove the filter, click the X next to the property.
Learn more about filtering records.
