# Search, filter, and save views

> To find profiles in SkedX CRM: use the search box on the Profiles list for names, phones and emails; use filters for tags, owners, statuses and field values; and save a filter combination as a view to reuse it daily.

Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product

The list is only useful if you can carve it down to the people you mean. Three tools do it.

## Step 1: Search

The search box on the **Profiles** list matches names, phone numbers and emails as you type.
Open it directly: https://crm.skode.ai/leads

## Step 2: Filter

Filter by tag, owner, status or a field value. Filters stack — each one narrows the list further.

## Step 3: Save the view

Built a filter combination you’ll use again? Save it as a view and it’s one click from then on.

## Step 4: Filter from the side panel

On **Enquiries**, open **Filter** in the side panel and press a field to add a condition. The list narrows as you go. At the foot, **Save as view** keeps it and **Act on** works on everyone it shows.

## Common questions

### How do I see the follow-ups that are due, including overdue ones?

Add a condition on the date field (for example **Next follow-up date**) and choose **today or earlier**. It shows every record whose date is today or any day before it; a record with no date is not shown. Save it as a view so the list is one click away. Don’t use “in the last 365 days” for this: it drops anything older than a year.

### Can I filter a profile’s list by stage or by owner?

Yes. In a profile’s **Filters**, choose **Stage** to pick from the profile’s own stages (or Enquiries’ stages when the profile has none), and choose the owner field to pick people by name. “Is me” is still there for your own records.

### Filters opened with conditions I didn’t set. Why?

Filters keeps an unfinished set of conditions if you leave without applying, and offers it back with a note at the top (“Restored draft from …”): **Keep** uses it, the **✕** beside it throws it away and goes back to what is applied. It is only offered over the same conditions you started from, so it never replaces a different saved view’s conditions.

### Do capital letters matter when I filter?

Not on a field people type into. **City** is kochi also finds Kochi, KOCHI and “ Kochi ” with spaces around it — the same for is any of, starts with, ends with and does not equal. Fields where you pick from a list (Status, Priority and your own option lists) match the option you choose. An assignment rule with the same condition takes exactly the records this list shows.

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## Related guides
- Read a profile’s page: its own numbers, views and filter: https://skode.ai/help/crm/profiles/read-a-profiles-page/
- Tags and smart tagging: https://skode.ai/help/crm/profiles/tags-and-smart-tagging/
- Assign profiles to your team: https://skode.ai/help/crm/profiles/assign-profiles-to-your-team/
- Send enquiries to the right person with rule conditions: https://skode.ai/help/crm/profiles/assignment-rule-conditions/
- Add your own fields to profiles: https://skode.ai/help/crm/profiles/custom-fields-on-profiles/
- Sort a list by any column: https://skode.ai/help/crm/profiles/sort-a-list-by-any-column/
- Choose the columns a list shows, and their order: https://skode.ai/help/crm/profiles/choose-the-columns-a-list-shows/
- Pin a column to the left: https://skode.ai/help/crm/profiles/pin-a-column-to-the-left/
- Update a saved view — for everyone, or just for you: https://skode.ai/help/crm/profiles/update-a-saved-view/
- Go to the next enquiry without going back to the list: https://skode.ai/help/crm/profiles/go-to-the-next-enquiry/
- The classic Enquiries page is retired: where everything is now: https://skode.ai/help/crm/profiles/try-the-new-enquiries-page/
- Read the Enquiries page: the numbers, your views and where enquiries came from: https://skode.ai/help/crm/profiles/read-the-enquiries-page/
- Move an enquiry to another stage on the Board: https://skode.ai/help/crm/profiles/move-an-enquiry-to-another-stage-on-the-board/
- Filter enquiries by who last updated them: https://skode.ai/help/crm/profiles/filter-by-who-updated-an-enquiry/
- Move a record through its stages: https://skode.ai/help/crm/profiles/move-a-record-through-its-stages/

Source: https://skode.ai/help/crm/profiles/find-and-filter-profiles/