Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
How it works
- Find and filterUse search and filters to find the records you need.
- Arrange the detailsChoose the columns, sorting, grouping and pinned columns.
- Save the viewSave a personal or shared view of your list.
- Return with a bookmarkOpen your saved view whenever you need it.
Built around the work
- Views worth returning toSave a personal or shared view and bookmark it.
- The right detailChoose columns, sorting, grouping and pinned columns.
- Search within your accessFind records you are permitted to see, including recent work.
- Controlled data movementImport with field mapping; keep export permission separate from viewing.
Everything in Lists and views
Every list works the same way, and remembers how you like it.
Views
- Saved list views, personal or shared
- Personal bookmarks on any view
- Filters, sorting, grouping and column choice
- Unsaved view changes kept until you save
Data in and out
- Import from a spreadsheet, with field mapping
- Export any list
- Export permission kept separate from viewing
Search
- Global search across the records you can see
- Quick jump with Ctrl+K
- Recent records and searches remembered
More from every list
- Ready-made views you can adjust or reset
- Bookmarks remember column widths and pinned columns
- Bulk select and bulk actions
- Word wrap, striped rows and row height
- Add columns from related records
- Every dropdown is searchable
Connected across Perspectiv
Each capability keeps its own availability.
Common questions
Questions
Does sharing a view grant access to records?
No. Existing record permissions still apply.