Explore data and view segments

The Data page allows you to view lists of records related to an object: Accounts, opportunities, contacts, notes, tasks, Jira issues, Zendesk issues, or additional objects. 

Users with access level "standard" or higher can also create and save segments, manage segment folders, and update data in segments. Learn more.

What is a segment?

Segments represent a meaningful grouping of records that you can reference throughout Catalyst, again and again (e.g., "All Accounts," "Accounts in Onboarding," or "My Notes"). 

1. To view all records related to an object, use the Explore Data page and browse between objects.
   
2. To refine the list and see only records that match specific criteria, open a saved segment from the library, recently viewed, or favorites list; or add filters to refine the results.
   

Find saved segments

The Data page provides quick access to all segments. 

	Default	Set any segment or folder as a default to appear first whenever you open the Data page. Only one default can be set at a time.
	Recently viewed	See your most recently viewed segments
	Library	View all folders and segments. From any folder view, use the Filters button to use quick filters (created by me) or filter by type (folder, account, opportunity, contact, note, task, additional object).
	Favorites	View all segments or folders that have been starred. You can star and un-star segments and folders as needed. Six pre-set favorites are set for each user: My Accounts My Notes My Drafts Assigned to Me Overdue Next 7 Days
	Search	Use the global search bar (top) to find segments from all objects; use the inline search bar to find results specific to the current folder or segment. Learn more.