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Create a Table View with Grouping

Group your table view by a Select field to organize records into collapsible sections.

Steps

  1. Navigate to the object (People, Companies, etc.)
  2. Click the view dropdown → + Add view
  3. Name your view (e.g., "Companies by Type")
  4. Click Create
  5. Click Options → Group
  6. Choose a Select field to group by
  7. Click Save

Configure Group Order

Under Options → Group → Sort, choose how groups are ordered:

Option Description
Alphabetical A to Z
Reverse alphabetical Z to A
Manual order Drag groups to reorder under "Visible groups"

Click the eye icon next to a group to hide it from the view.

Note

For best performance, limit to 10-15 visible groups. If you need more, consider using a Dashboard instead.

Example: Companies by Industry

  1. Go to Companies
  2. Create a new view named "By Industry"
  3. Click Options → Group
  4. Select the Industry field
  5. Save

Now your companies are organized by industry, making it easy to focus on one segment at a time.