---
title: Customize views for organizations and contacts
slug: commerce-connect-15/docs/customize-views-for-organizations-and-contacts
docTags: 
createdAt: 2026-07-30T20:34:44.000Z
---

Unless changed by an administrator, Optimizely Commerce Connect presents an unfiltered list of organizations and contacts with default columns. As the list of organizations and contacts gets longer, create and customize views by choosing which columns to show and what filters to apply.

## Define columns

1. Go to **Organizations** > **Columns**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/VD_eGnZW4DFQfVzc4NcwG_0dd2313937aedec8ff823a8f4b20bb11643bc2eb041e7611bd9bd2428392d2c2-image.png)

2. Use the **Table Options** modal to edit the columns that display:

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ENYHWIjEU_pA3FcsmMYtR_e692f5eecb9712d8d2f7e25c4361aedcdab71b0622c397db93dbee5d2a4788ad-image.png)

:::Paragraph{listStyleType="disc" indent="2"}
Select the columns you want to add or remove.
:::

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Drag and drop to reorder the columns.
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:::Paragraph{listStyleType="disc" indent="2"}
Use the search bar to search for a specific column.
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Click **Select all** to select available columns.
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:::Paragraph{listStyleType="disc" indent="2"}
Click **Reset** to reset your selections.
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3. Click **Apply** to apply your selection. Click **Cancel** to exit without applying the changes.

## Apply filters

1. Click **Filters** > **Add Filter**.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/3kEtHp7tvzkTlfJb6_uIr_5cc830ab89badfb4f9625d88a2118e643c4ae8fb49c263a00ecab92de8dea0af-image.png)

2. Use the **Table Options** modal to add filters to the view:

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/kVqzLAItN8hoP5fvL4cgW_e572e271c754f6e18aa7b2f0e3d650bc33d13c3808026a092733be3fe7dd5fe2-image.png)

:::Paragraph{listStyleType="disc" indent="2"}
Choose **Any** or **All of the following**.
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:::Paragraph{listStyleType="disc" indent="2"}
Choose **Any** or **All of these conditions**.
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:::Paragraph{listStyleType="disc" indent="2"}
Select a filter and condition. For example, *Business Category Equals Automotive* and *Parent Equals Contoso Holdings Inc.*
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Add more filters or filter groups as needed.
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:::Paragraph{listStyleType="disc" indent="2"}
Click **Clear All** to clear your selections.
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:::Paragraph{listStyleType="disc" indent="2"}
Click **More** (**...**) beside a filter to **Copy element** or **Delete element**.
:::

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/qlGuJKY5rA6kmfd8Thbze-20260723-164621.png" size="100" isUploading="false" showCaption="false" indent="3"}

3. Click **Apply** to apply the filters, or click **Cancel** to exit without applying.

## Save view

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

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/XnQBTKplfNSKjXLO5Wieg_798dd8ec64d29ae2db48c0d4c9a345bf12560adaea6daa9585893c0db2cc8cae-image.png)

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/CyuvbQgk5L-zVMVXtZd44_0c06415947e1fb97c16b42b858b7be82132d31d77b662af80bcc159032ff221a-image.png)

:::Paragraph{listStyleType="decimal" indent="2"}
Give the view a **Name**.
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:::Paragraph{listStyleType="decimal" listStart="2" indent="2"}
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.
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:::hint{type="info"}
**Note**
Only administrators can create public views.
:::

:::Paragraph{listStyleType="decimal" listStart="3" indent="2"}
(Optional) Enter a description for the view.
:::

2. Click **Save** to save the view, or click **Cancel** to exit without saving. The view displays in the Search drop-down field.

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/fjnxoVCf1j9gS71xeMGM5_672ec0f80bf87e29316c03490432b58ee8c29c46e5111abc254acc9ad067b862-image.png)

## 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

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

![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/uzVd6IhaeMk3qQASu3kuA_57cee370e8208ec88961af6580e3e0905a0006221531435d925569529721e031-image.png)