Views

A view is a saved way of looking at your records. "Owners in Logan Square with more than twenty units." "Everything I toured in March." "The forty buildings on the Q3 target list."

It holds three things, and they used to be three separate features:

• What is in it — a filter, records you added by hand, or both.
• How it looks — which columns, in what order, how wide, and any colour rules.
• Who it is for — yours, or shared with everyone in your organisation.

Views live in the Database workspace. Open the Columns control in the top bar to switch between them, save the current setup as a new one, or share one with your team.

Two ways to decide what is in a view

A filter

Open Filters and add a condition: Units is greater than or equal to 20. Add another and both have to be true.

You can filter on any column, including custom fields you created and formula columns you wrote. That is the part worth knowing — the old filter panel offered about a dozen fixed controls, so the fields that mattered most to your business were the ones you could not filter by.

A filtered view is live. Buy a building that matches and it appears, without you touching the view.

Records you pick

Select rows and choose Add to view, or use Add to view in a record's action menu. This is what research lists used to be, and every list you had is now a view holding the same records.

A view built this way is a fixed set. Nothing joins it until you put it there.

Both together

If a view has records pinned to it, the filter narrows those records rather than searching everything. Pin forty buildings, then filter to the ones over twenty units, and you get a subset of your forty — not forty plus everything else over twenty units.

One set of records, three ways to look at it

Every view is read through Properties, People or Companies, and the tabs switch between them without changing what is in the view.

Ownership carries membership across. A view holding forty properties, read through People, gives you the people who own them — which is the list to call. Read the same view through Companies and you get the LLCs. Add a person to a view and the Properties tab shows what they own.

Sharing

A view is yours until you share it. A shared view is visible to everyone in your organisation and anyone can edit it, which is the point — "the Q3 target list" should be one thing, not one per person.

Your column layout is not shared. Everre keeps a personal default view per entity that saves your columns as you drag them, and that one stays yours.

Saving changes

Changing columns on a named view marks it as changed rather than saving straight away — a saved question should not quietly become a different question. Press Save when you mean it, or Save as to keep both.

Filters behave the same way. A filter you type applies to the rows on screen immediately, so you can see what it does, but it is not written into the view until you save.

Have your agent do it

Your agent can see your views and run them:

Pull the Q3 targets view and draft an intro email to each owner.

Make me a view of every multifamily building over 30 units with no activity in six months.

Who owns the buildings in the Logan Square view?

Running a view gives the agent the same records you see, with your filter and your pinned records applied — so you do not have to describe what you meant.