Custom views in HoneyBook’s Contacts page make it easier to organize and manage your relationships in HoneyBook. Instead of rebuilding filters every time, you can save reusable, filtered lists of contacts—so you can quickly return to leads, clients, or follow-ups whenever you need.
Before you start
You can create up to 5 custom views per company
All views are shared across your team—everyone sees the same list of views
Any team member can edit or delete shared views. Those changes apply to all users.
Filters and sorting are personal to each user—adjusting them won’t affect teammates
Column order syncs across the whole team, but can differ by view if you drag and drop to reorder columns
Custom views are currently only available on HoneyBook’s desktop site
📚 Tip
Custom views act as “persistent homes” for your workflows—like follow-ups, warm leads, or active clients—so you always start with the contacts that matter most.
What custom views are and how they work
Custom views are saved, reusable versions of filtered contact lists. You can think of them as mini workspaces inside your Contacts page. They turn filters, sorting, and column selections into saved dashboards you can return to anytime—automatically updated as your contact list changes.
📣 Note
You might create a view called “Leads to follow up” that filters for contacts tagged “Lead” and sorts by last interaction date. Every time you open it, you’ll see your most recent, ready-to-follow-up leads.
What changed from the previous filter experience
With custom views, you can:
Save filtered lists as named views, like “Active clients” or “Follow-ups”
Return to them anytime without rebuilding filters
Share them across your team automatically
Customize columns and sorting for each workflow
Essentially, filters used to be quick searches. Custom views turn them into persistent workspaces that update automatically as your contact list grows.
Create a custom view
From the navigation menu, select Contacts
By “Main View,” select the plus icon (Add custom view)
Apply filters or tags to narrow your list
Adjust columns or sorting to fit your workflow
If you hover over your new custom view tab and select the three-dot icon, you can then select:
Rename to give your view a different name
Duplicate to make a copy of your view
Delete to delete your view
You can create up to 5 active custom views per company. To add another, delete or rename an existing view.
If a teammate deletes or renames a shared custom view, it disappears or updates for everyone in your company
📚 Tip
Discuss with your team what views to create—since all shared views are visible to everyone in your company account.
Manage shared and personal settings
Custom views work at 2 levels: company-level (shared) and user-level (personal).
Company-level settings
Shared across everyone in your company:
Creating, renaming, duplicating, or deleting a view
Changing column order
For example, if a teammate creates a view called “Warm leads,” everyone will see it appear in their Contacts page.
User-level settings
Saved individually per user:
Personal filters and sorting preferences
For example, you and a teammate can both open “Warm leads,” but apply your own filters or sorting without changing each other’s setup.
📚 Tip
Views themselves are shared across the team, but how you see or sort data inside them is personal.
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!