You can filter records in 1 click, create new filters, change columns and set default filters.
Choose a saved filter to filter your records
![customizable-crm-saved-filters](/wp-content/uploads/customizable-crm-saved-filters-1.png)
Click edit to modify / clone current filter
![Customizable CRM - edit to modify or clone filter](/wp-content/uploads/customizable-crm-edit-to-modify-or-clone-filter.png)
Click ‘New Filter’ to create new filter from scratch
![customizable-crm-create-new-filter](/wp-content/uploads/customizable-crm-create-new-filter-1.png)
Click ‘+’ to add new columns. You can also remove and reorder columns.
![Customizable CRM - add columns in filter](/wp-content/uploads/customizable-crm-add-columns-in-filter.png)
Filter records by selecting fields and conditions
More details about filters here
All records or only those assigned to user?
Filters are shared with all users. If you select ‘My Records’ instead of ‘All Records’, each user will only see records assigned to him / her, on applying that filter.
![Customizable CRM - see own records](/wp-content/uploads/customizable-crm-see-own-records.png)
To set default filter, click on ‘Set Default’ and save
![Customizable CRM - make default filter](/wp-content/uploads/customizable-crm-make-default-filter.png)
To save as new filter, modify the filter and choose ‘Save as new filter’.
Then choose the name of new filter.