What this helps with

The People area is one of the larger surfaces in the product. The same controls (search, filters, columns, sort, pagination, saved views) work the same way on both the People and Companies sub-tabs, so you only learn the controls once. This doc walks through each control and what it actually changes.

Search

The search input lives in the page header.

• On the People sub-tab the placeholder reads Search people.
• On the Companies sub-tab the placeholder reads Search companies.

Search is case-insensitive substring matching across a defined set of fields. It is not full-text search over notes or activity. Empty search returns the unfiltered list.

People search matches:

• Name.
• Email (both the local part before the @ and the domain after it).
• Job title.
• The linked company’s name and domain.
• Location.
• Any tag.
• Any social handle (the part after the last / in the URL).
• Any string-typed custom field value.

Companies search matches:

• Name.
• Domain.
• Industry.
• Location.
• Any tag.
• Any string-typed custom field value.

Typing @acme.com finds everyone whose email is at Acme. Typing a tag value finds every person carrying that tag.

Filters

Click Filters in the toolbar to open the filter panel. The available filter dimensions are different on each sub-tab.

People filters:

• Relationship: filter by relationship type (for example User, Customer, Lead, Partner).
• Company: narrow to people at one or more specific companies.
• Stage: filter by lifecycle Stage.
• Social platform: filter to people who have a handle for a specific platform.
• Tags: filter by any tag attached to the person.

Companies filters:

• Industry, Size, and ARR: firmographic filters (populated once you have data in those fields).
• Advocates: filter by the count or presence of advocates at the account.
• Proof: filter by accounts that have produced verified proof.
• Tags: filter by any tag attached to the company.

Filters combine. Pick one or more values in each section and click Apply filters. Click Reset filters to start again. The page count at the top of the table updates immediately.

Columns

Click Columns in the toolbar to open the column picker.

The picker has two halves:

• Available fields (left): every column the table can show, grouped into sections (CORE, COMPANY, SOCIAL, ADVOCACY for People; CORE, COMPANY, ADVOCACY for Companies). Tick a column to show it.
• Shown in table (right): the columns currently visible, in their display order. Drag to reorder, or use the arrows.

The Person column on People and the Company column on Companies are locked. They always show, always in the first position. Everything else is optional.

Click Save to apply the layout, or Reset columns to return to the default visible set.

Sorting

Every visible column is sortable. Click a column header to sort by it. Click again to reverse the direction. Hold Shift and click another column to add a secondary sort (for example, sort by Stage, then by Last activity within each stage).

The active sort column shows a directional arrow next to its label. Default direction on first click is sensible for the type: A → Z for text, high → low for numbers, newest → oldest for dates, and a domain order for status and stage.

Pagination

Lists are paginated server-side. Defaults:

• Page size: 20.
• Allowed sizes: 10, 20, 50, 100.
• Page indicator is at the bottom right; the row count 1-20 of 77 shows at the bottom left.

Changing filters, search, or sort always issues a fresh server query. The current page resets to 1 when you change a filter or search.

Saved views

A saved view captures the current filters, search, sort, and column setup as a reusable preset, so you can come back to it later without rebuilding it.

To create a view:

1. Set the filters, search, sort, and columns you want.
2. Click + Save view in the toolbar.
3. Give the view a name and click Save view.

Each saved view is scoped to its sub-tab (People views live on the People sub-tab; Company views live on the Companies sub-tab). The pre-built All and Advocates views on the People sub-tab are smart views shipped with the product, so they cannot be renamed or deleted.

URLs capture the current view

The current view state lives in the URL. The query string carries the search text, the active sort, applied filters, and the open record (if a drawer is open). That means:

• Refreshing the page does not reset your view.
• Pasting a teammate the page URL reproduces the same view they see on their screen.
• The browser back button moves filter-by-filter, and exits an open drawer.

Default values are omitted from the URL, so a fresh /people URL is short and clean.

Empty states

Each list surface handles three meaningful empty states with reason-specific copy:

• No records yet: the workspace has not captured any people or companies yet. The page suggests installing the widget so HighAdvocacy starts seeing identity.
• Filters return zero: the message reads No people match these filters (or No companies match) with a Clear filters action.
• Search returns zero: the message names the search term and offers a Clear search action.

Related docs

• Person and Company drawers: what each drawer surface contains and what you can edit.
• Roles and permissions: who can save views, edit data inline, or delete records.