Views, filters & sorting

Every record list in Kepler (Candidates, Jobs, Companies, Contacts, Placements…) can be shaped into views — saved combinations of display mode, filters, sorting and visible attributes. Think of a view as a saved answer to a question: "my open contract roles", "candidates added this month", "clients with no activity in 30 days".

Filters

Click Filter in the list toolbar and add one or more rules. Each rule is an attribute, an operator and a value — operators adapt to the attribute type (contains, starts with or is for text; is or is not for selects; relative dates such as in the last … days or exact dates such as on or after; comparisons for numbers; and is empty / is not empty). Stack as many rules as you need; records must match all of them.

Searching everything a candidate's record says

On Candidates, the filter menu offers Any text (Boolean). It matches words anywhere in a candidate's record — CV, work history, notes and call transcripts. Type a word or phrase and press Enter; add more words to the same filter and choose how they combine:

• mentions all of — every word must appear (AND).
• mentions any of — at least one must appear (OR).
• mentions none of — drop anyone who mentions any of them (NOT).

A single word also matches its forms (ship finds shipping and shipped). Put a word or phrase in "quotes" to match only exactly that. You can also paste a Boolean string such as "Product Owner" AND (Shipping OR Maritime) NOT "Agency": Kepler turns it into the matching filters. Only uppercase AND, OR and NOT count as operators. A string the filters can't express, such as an OR between two bracketed groups, is refused with the reason and adds nothing. The box shows how many candidates each word matches as you type.

Sorting

Add sort rules the same way. Multiple rules apply in order — drag them to change priority (for example: sort by stage, then by last activity). The toolbar shows the active sort at a glance.

Table mode

• Choose which attributes appear as columns with the attribute picker.
• Click any cell to edit inline — selects open a picker, text edits in place.
• Right-click a cell for Copy, Paste, View edit history and Clear value.
• Select multiple rows for bulk actions such as Email, Add to list, Add to campaign, Find details and Export CSV. Delete (or Remove from list on a list page) and, on Contacts and Companies with exactly two rows ticked, Merge sit under More actions.

Board (kanban) mode

Create a view with the Board layout to lay records out as cards grouped by a status or select field — candidate availability, job status, or any select custom field. Drag cards between columns to update the underlying field. Choose which attributes appear on cards via Card attributes.

Saving and managing views

1. Shape the list — filters, sort and columns.
2. Open the view switcher and choose New view. Name it, choose the Table or Board layout, and click Create view (Create board for a board).
3. Your view appears in the switcher. Use the ⋯ menu on a view to Rename, Duplicate (the suggested name is "<view name> copy") or Delete it.

When you create or duplicate a view, choose Only you under Visible to to keep it to yourself, or Team to share it with the workspace.

Turning on consent tracking under Settings → Privacy & consent adds two team views to Candidates and Contacts, Expiring consent and Expired consent, unless views with those names already exist.

Views persist per record type, so your "Hot candidates" view is always one click away when you return to the Candidates page. Job pipeline and matching tabs have their own view namespaces too, shared across the team.