--- title: Views slug: C6F6-views docTags: createdAt: 2024-11-20T12:11:04.580Z --- The Views section in the [Contacts](docId\:uP4bNXkK5yVC_b2k-R6sq) module allows users to filter and organize contact data efficiently based on predefined interaction timelines and mentions. This feature enables businesses to monitor and prioritize communication effectively. # Getting Here :::hint{type="warning"} **Views** are usually automatically granted by your **Admin** or **Manager**, if not, you will not be able to use these different views. ::: **Steps to Access**: Navigate to the [Contacts ](docId\:uP4bNXkK5yVC_b2k-R6sq)section on the left-hand menu. 1. Locate the **Views **section on the left-hand side of the page # Using the Views ## Predefined Views - **All**: - Displays the complete list of contacts in your database. - Useful for performing actions on the entire contact list or setting up filters for further segmentation. ::Image[]{src="https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-RRBhqE4vpKu77ApNhDz6g-20250722-132427.jpg" size="68" width="1255" height="1170" position="center" darkWidth="800" darkHeight="746" showCaption="false"} - **Last interacted \< 7 days**: - Shows contacts who were interacted with in the past 7 days. - Ideal for tracking immediate follow-ups or recent communications. ::Image[]{src="https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-eDtCiAArPjRfMJTPPvnB3-20250722-132617.jpg" size="68" width="1262" height="1170" position="center" darkWidth="800" darkHeight="742" showCaption="false"} - **Last interacted \< 30 days**: - Filters contacts with whom interactions have occurred in the last 30 days. - Helpful for managing short-term engagement cycles or identifying leads that need further nurturing. ::Image[]{src="https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-vWktAxC9Fr_Vf210vvkTC-20250722-132734.jpg" size="68" width="1310" height="1175" position="center" darkWidth="800" darkHeight="718" showCaption="false"} - **Last interacted > 30 days**: - Highlights contacts with no interaction for over 30 days. - Useful for re-engaging dormant leads or customers and preventing churn. ::Image[]{src="https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-un-TT05sV9z-E8IKTL3KH-20250722-144431.jpg" size="68" width="1270" height="1170" position="center" darkWidth="800" darkHeight="737" showCaption="false"} - **Mentions**: - Displays contacts who have been specifically mentioned in tasks, notes, or inquiries. - Facilitates follow-ups or reviews on contacts flagged for specific reasons. ::Image[]{src="https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-GN8c02scnwD_uRWpvitcW-20250722-144617.jpg" size="68" width="1220" height="1165" position="center" darkWidth="800" darkHeight="764" showCaption="false"} ## View Navigation - Selecting a view automatically updates the contact list on the right-hand side. - You can still apply additional **Filters** (e.g., by tags, gender, or custom fields) within the selected view for more granular results. - **Pagination: ** - Adjust the number of displayed contacts per page using the dropdown at the bottom (e.g., 50, 100). ::Image[]{src="https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-CzF1GyOcLZeZ9yMJZojAt-20250722-144830.jpg" size="68" width="1095" height="1147" position="center" darkWidth="800" darkHeight="838" showCaption="false"} - Navigate between pages with the controls at the bottom-right of the contact list. ![](https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-u5f3-CpWGLXtvD9v3BnyA-20250722-145416.jpg) ## Exporting Data To export filtered contact data: 1. Select the desired **View**. 2. Click **Import/Export** at the top-right corner. 3. Choose **Export**, and a CSV file of the filtered contacts will be prepared for download. ::Image[]{src="https://api.archbee.com/api/optimize/tjnHF_B8r1-EKcpEGK2I4-lHOC1Wkb7fkFnyFnd2ljA-20250722-145547.jpg" size="94" width="2477" height="1242" position="center" darkWidth="800" darkHeight="401" showCaption="false"} # Practical Use Cases 1. **Immediate Follow-Up**: - Use **Last interacted \< 7 days** to identify contacts that require quick follow-ups or additional communication. 2. **Dormant Contact Re-engagement**: - Utilize **Last interacted > 30 days** to create campaigns or tasks to reconnect with inactive customers. 3. **Mention Review**: - Access the **Mentions** view to find and act on contacts flagged in inquiries or tasks for priority handling. 4. **Data Management**: - Leverage the **All** view to clean up or update contact information in bulk, ensuring your database stays organized. # Best Practices 1. **Consistent Monitoring**: - Regularly review contacts under **Last interacted > 30 days** to avoid losing touch with leads or customers. 2. **Action-Based Mentions**: - Assign tasks or notes to contacts that frequently appear in the **Mentions** view for proactive follow-ups. 3. **Data Hygiene**: - Periodically check the **All** view to spot duplicate or outdated contact information for cleanup. 4. **Save Filters**: - Combine predefined views with filters (e.g., tags or phone numbers) to customize how you monitor specific groups of contacts. # FAQs 1. **What is the difference between Views and Segments?** - Views are predefined based on interaction timelines or mentions. Segments are custom filters you create based on criteria like tags, labels, or custom fields. 2. **Can I create my own Views?** - No, Views are predefined by the system. Use the Filter button or create a Segment to build your own filtered list. 3. **Can I apply filters within a View?** - Yes. After selecting a View, use the Filter button at the top to apply additional filters like tags, gender, messaging channels, etc. 4. **How does a contact move from one View to another?** - Views are dynamic. For example, a contact in "Last interacted \< 7 days" will move to "\< 30 days" after a week of inactivity. 5. **Can I export contacts from a specific View?** - Yes. Select the View and click Import/Export > Export to download a CSV file of those contacts. 6. **Is there a limit to how many contacts I can see in a View?** - No, but the list is paginated. Use the bottom controls to switch pages or increase the number of rows displayed. 7. **What does the Mentions View show exactly?** - It shows contacts mentioned in inquiries, tasks, or notes across the platform. 8. **Do Views reflect real-time interaction updates?** - Yes. If a contact is interacted with today, they’ll automatically appear under "Last interacted \< 7 days." 9. **Can I delete or hide Views I don’t use?** - No, Views are predefined and cannot be modified. 10. **Do Views affect the actual data or just how it's displayed?** - Views only change how data is displayed; they do not modify contact data or records. ****