Filtering, views, and computed columns
The complete guide to advanced filters, groups, all/any logic, highlight colours, saved segments, grouping, and computed columns across every CRM table.
Every CRM list, Leads, Clients, Deals, Bookings, Services, Staff, Fleet, and Collections, shares the same set of view tools. They let you slice a table down to exactly the rows you care about, colour-code them, group them, and add your own calculated columns, all without changing a single record.
This is your own view
Filters, highlights, groups, saved segments, and computed columns are a personal layer that lives in your browser. They never change the underlying data, and they never change what the AI agent sees. Each teammate builds their own view, so your filters don't affect anyone else.
Where to find them
Above every CRM list there is a toolbar with three controls:
- Advanced opens the filter builder (conditions, groups, quick filters, highlight colours, and saved segments).
- Sort sorts the list, and also holds Group by.
- Σ Computed adds a calculated column.
Filtering
The Advanced button builds a filter out of one or more conditions. The number badge on the button tells you how many conditions are active.
One condition
A condition has three parts: a field, an operator, and a value. For example, Status is Qualified, or Score is at least 70.
A condition only takes effect once it is complete. A half-filled condition (no value yet) is ignored, so the list never empties out while you are still typing.
Operators for each field type
The operators you can choose depend on the kind of field.
| Field type | Description |
|---|---|
| Text | contains, does not contain, is, is not, is empty, is not empty |
| Choice | is, is not, is empty, is not empty (pick the value from a dropdown) |
| Number | equals, greater than, greater or equal, less than, less or equal, between, is empty, is not empty |
| Date | on, before, after, between, is empty, is not empty |
Match All or Any
When you have more than one condition, a group decides how they combine:
- All means every condition must be true (this is an and).
- Any means at least one condition must be true (this is an or).
You can nest a group inside another group to mix the two. For example, to find qualified leads that are either high-scoring or referrals:
Set the top group to All
Add a condition: Status is Qualified.
Add a nested group set to Any
Inside it, add two conditions: Score is more than 70, and Source contains referral.
Read it back
The filter now means: All of (Status is Qualified) and Any of (Score over 70, Source contains referral).
Quick filters
On a blank filter (no conditions yet), the builder offers Quick filters: one-click starting points chosen to fit that table, such as Added in last 7 days, High score (70+), Value of 1,000+, or Missing phone. Click one, then adjust the value if you want. They only appear when nothing is built yet, so a quick filter never wipes out work in progress.
Filter or highlight (colours)
At the bottom of the builder is a Highlight switch that changes what a filter does:
- Off is filter mode: rows that don't match are hidden.
- Pick a colour and it flips to highlight mode: matching rows get a soft tint and nothing is hidden, so you can spot a group without losing the full list.
There are five colours: Red Amber Green Blue Slate. When highlighting is on, a coloured dot appears on the Advanced button as a reminder.
Save a segment
Once a filter is useful, type a name into Save as segment and save it. It appears as a chip under Saved segments and re-applies in one click, remembering its highlight colour too. Remove one with the small × on its chip. Segments are saved per person, per table.
Grouping
Open Sort and choose a column under Group by to bucket the rows under headings. Any column can be grouped, and Mazza picks sensible buckets based on the column type:
- Choice and text columns group by their value (one heading per value).
- Date columns group by period (for example, by month).
- Number columns group into ranges (bands like 0 to 100, 100 to 500).
Grouping stacks on top of filtering, so you can filter to a slice first, then group what's left.
Computed columns
The Σ Computed button adds a column that is worked out from each row, like a spreadsheet formula. There are three ways to make one, from fastest to most flexible. Whichever you use, the column is personal, view-only, and never writes back to your data.
Quick recipes
At the top of the dialog is a list of ready-made columns tailored to the table, each showing a live preview from a real row. Examples:
- Age in days, how long ago a row was added.
- Hot / Warm flag, a label based on score.
- Total incl. VAT, the amount plus UAE 5% VAT.
- Days until pick-up, a countdown for bookings.
Click one and it fills everything in. Adjust the name if you like, then add it.
Build it step by step (Guided)
The Guided tab lets you build a column without writing anything. Pick an operation, then choose the field(s) and values from dropdowns. The available operations are:
- Days since a date
- Days until a date
- Days between two dates
- Round a number
- Amount + 5% VAT
- Percentage of an amount (for example, a 20% deposit)
- Join two fields into one label
- Label from a rule (if / then / else)
- Change text case (UPPER or lower)
- A field, reformatted
As you fill it in, Mazza shows a live preview and, quietly, the formula it is building, so you can learn the formula language as you go.
Write a formula (advanced)
The Formula tab is the full expression editor for power users. Reference a field with square brackets like [created_at], join text with &, and use these functions:
| Function | What it does |
|---|---|
IF(test, then, else) | Show one value when true, another when false |
COALESCE(a, b, …) | First value that isn't blank |
DAYS_SINCE(date) | Whole days from a date until today |
DAYS_UNTIL(date) | Whole days from today until a date |
DAYS_BETWEEN(a, b) | Whole days between two dates |
TODAY() | Today's date |
ROUND(number, places) | Round to a number of decimals |
ABS(number) | Drop the minus sign |
MIN(a, b, …) / MAX(a, b, …) | Smallest / largest value |
CONTAINS(text, find) | True if the text contains the search |
LOWER(text) / UPPER(text) | Change the letter case |
TRIM(text) | Remove surrounding spaces |
LEN(text) | Count the characters |
CONCAT(a, b, …) | Join values into text |
You can also use the maths operators + - * / %, comparisons like >= and =, and the words and, or, and not. The field chips and a searchable function list inside the editor insert these for you.
A typo can't break the table
If a formula is invalid, the column simply shows a dash for that row instead of an error. Nothing crashes, and you can fix the formula at any time.
Frequently asked
Will my filters or computed columns change what customers or the agent see?
No. Everything on this page is a personal view. It changes only how the list looks for you, never the records themselves and never what the AI agent works with.
Do my teammates see my saved segments and computed columns?
No. These are saved per person, so each teammate curates their own view of the same data.
Where are they stored?
In your browser on this device. If you clear your browser data or switch to a new device, you will need to set them up again. They are not synced across devices.
What is the difference between filtering and highlighting?
Filtering hides the rows that don't match. Highlighting keeps every row but tints the matches with a colour, which is handy when you want context around the group you are looking at.
Can I combine filtering, grouping, and a computed column at once?
Yes. They are independent layers. Filter to a slice, group what remains, and add a computed column to read at a glance, all together.
Last updated July 2026