---
title: Customize views for Organizations and Contacts
slug: commerce-connect-14/docs/customize-views-for-organizations-and-contacts
docTags: 
createdAt: 2026-07-20T15:44:44.751Z
---

Unless changed by an administrator, Optimizely Commerce Connect presents an unfiltered list of all organizations and contacts with default columns.

![OrganizationsTable.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/8P-WoozaGDeUvRTQHjo6Z-20260720-150109.png)

As the list gets longer, you can create and customize views by choosing which columns to show and what filters to apply.

## Define columns

1. Go to **Organizations > Columns**.

   ![Columnsbutton.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/tBku-BnpohH9KW3No237f-20260720-150109.png)
2. Use the **Table Options** modal to edit the columns that show:

   ![TableOptions.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/CY4v41XleKfUL_j3o7YvI-20260720-150109.png)

   - Select the columns you want to add or remove.
   - Drag and drop to reorder the columns.
   - Use the search bar to search for a specific column.
   - Click **Select all** to select all available columns.
   - Click **Reset** to reset your selections.
3. Click **Apply** to apply your selection. Click **Cancel** to exit without applying the changes.

![Organizations\_SelectedColumns.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/y5sHy4Tl6MsnpI1pijPzh-20260720-150109.png)

## Apply filters

1. Click **Filters > Add Filter**.

   ![AddFilter.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/gqqIOrQ99miIHUiBqnjT--20260720-150109.png)
2. Use the Table Options modal to add filters to the view:

   ![FiltersOptions.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/V72n19gqPd9l_-MoXubj4-20260720-150109.png)

   - Choose **Any** or **All of the following**.
   - Choose **Any** or **All of these conditions**.
   - Select a filter and condition.
   - Add more filters or filter groups as needed.
   - Click **Clear All** at any time to clear your selections.
   - Click **More** (**...**) beside a filter to **Copy element** or **Delete element**.

     ![Morefilteroptions.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/JvWjlF_yVS6kmN4dCayuG-20260720-150109.png)
3. Click **Apply** to apply the filters, or click **Cancel** to exit without applying.

![FiltesApplied.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/nlmlsbCTJbldf-8YXuTxg-20260720-150109.png)

## Save view

1. Click **More** (**...**) **> Save this view** to save the view for others to use.

   ![SaveView.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/iTjapbqPVSVGRfg2bB9Z7-20260720-150109.png)
2. Give the view a **Name**.
3. Use the drop-down list to select  Visibility. Choose Private to make it available only to you or **Public** to let other users see the view.

   :::hint{type="info"}
   **Note**

   Only administrators can create public views.
   :::
4. (Optional) Enter a description for the view.
5. Click **Save** to save the view, or click **Cancel** to exit without saving.

## Edit and delete views

1. Select the view from the drop-down list.
2. Click **More** (**...**) **> Update this view** or **Delete this view**.
   - **Update this view** – Displays a modal for you to edit the name, visibility, or description for the view. Click **Save** to update or click **Cancel**. 
   - **Delete this view** – Displays a message asking you to confirm the deletion. Click **OK** to delete or **Cancel**.

## Export views

You can export views to download a CSV file. Click **Export** under **Organizations** or **Contacts**.

![ExportView.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/YdMBQ83imEQE_AtBVoPso-20260720-150109.png)