Views help you understand and work with your data in Tribe by showing only the information that matters to you. They allow you to choose which columns appear, apply filters, and prepare structured exports. You might use different types of views when working with addresses, personal data, or selection lists. By following this guide, you will learn how to create several common view setups using real-world examples.
Table Of Contents
What Does A View Do?
Customer View With Address Fields
Private Person View With Address Fields
Contact View With Contact And Business Address Data
Adding Selection Lists To A View
Exporting Views With Multiple Selection Lists
Quick Summary
What Does A View Do?
A view defines which data appears in a list and how it is structured. You control this by selecting columns and applying filters. Views are also the basis for exports, meaning the exported file will only contain the columns included in the view.
Using well-structured views helps you work faster, find information more easily, and prepare accurate exports.
Customer View With Address Fields
In this example, we use the Customer relation type. You can follow the same steps for other organisation types, such as suppliers or leads.
Each organisation can have one visit address, one postal address, and one invoice address. This address data is stored in a separate Address entity that is linked to the organisation. This means address fields do not exist directly on the organisation level.
Step-By-Step Instructions
Navigate to Configuration.
Select Relations.
Click Customers.
Open management mode by selecting the Cog Icon.
Click the Views tab.
Add a filter if required.
Click the + Icon to add a column.
Select fields from the Customer tab if needed.
Open the Organisation tab.
Open the Organisation Links tab.
Select Visit Address in the single column.
Choose Street from the Address tab.
Repeat these steps to add other address fields.
If you also want to include organisation data such as phone number, website, or email address, you can find these fields under the Organisation tab.
Private Person View With Address Fields
In this example, we use the Private Individual relation type. The same steps apply to other person types, such as private customers or candidates.
A private person can have one private address. This address data is stored in the Address entity and is linked to the person, rather than stored directly on the person record.
Step-By-Step Instructions
Navigate to Configuration.
Select Relations.
Click Private Individuals.
Open management mode by selecting the Cog Icon.
Click the Views tab.
Add a filter if required.
Click the + Icon to add a column.
Select fields from the Private Person tab if needed.
Open the Person tab.
Open the Person Links tab.
Select Private Address in the single column.
Choose Street from the Address tab.
Repeat these steps to add other address fields.
You can also add personal fields such as private email, phone number, and mobile number from the Person tab.
Contact View With Contact And Business Address Data
Contacts can contain business-related details such as mobile numbers and email addresses. This data is stored in the Contact entity. A contact is linked to an organisation, which can have visit, postal, and invoice addresses stored in the Address entity.
Step-By-Step Instructions
Navigate to Configuration.
Select Relationships.
Click Contacts.
Open management mode by selecting the Cog Icon.
Click the Views tab.
Add a filter if required.
Click the + Icon to add a column.
Select contact-related fields from the Contact tab.
Open the Contact Person Links tab.
Select Relationship in the single column.
Open the Relationship tab.
Select If Organisation.
Open the Organisation Links tab.
Select Visit Address.
Choose Street from the Address tab.
Repeat these steps to add other address fields.
Adding Selection Lists To A View
Selection lists make data entry easier, ensure consistency, and improve searching. Tribe supports both single-choice and multiple-choice lists.
Single Selection List
A single selection list allows one value per record. For example, a contact may have one function.
Step-By-Step Instructions
Navigate to Configuration.
Select Relations.
Click Contacts.
Open management mode using the Cog Icon.
Click the Views tab.
Add a filter if required.
Click the + Icon to add a column.
Select standard fields from the Contact tab.
Open the Contact Person Links tab.
Select Function in the single column.
Click Select This Field.
Multiple Choice List
A multiple choice list allows more than one value per record. For example, a contact can have multiple opt-out email categories.
Step-By-Step Instructions
Navigate to Configuration.
Select Relationships.
Click Contacts.
Open management mode using the Cog Icon.
Click the Views tab.
Add a filter if required.
Click the + Icon to add a column.
Select standard fields from the Contact tab.
Open the Contact Person Links tab.
Select Opt-Out Email Categories in the multiple column.
Click Select This Field.
If more than one category is linked, the values will appear separated by commas.
Exporting Views With Multiple Selection Lists
When a view contains a multiple selection list or labels, Tribe creates two export files.
The main file contains all standard columns, excluding the multiple-choice values. The second file contains the multiple values and includes a UUID or Parent ID that links each value back to the correct record.
If a person has several labels or categories, the same UUID will appear multiple times in the second file—once for each linked value.
Quick Summary
Views in Tribe help you structure, filter, and export your data in a meaningful way. By using linked fields and selection lists, you can include related information such as addresses and categories. These examples show how to build practical views that support everyday work and reporting.
If you want more information about views and the structure in Tribe CRM, check out the following articles: