How saved filters and filter templates work

Modified on Tue, 16 Jun at 7:51 PM

INTENDED SEARCHES: saved filter, filter template, filter settings, list filter

Use saved filters and filter templates to reuse the same search or report view.

Examples:

- Open estimates.

- Unpaid invoices.

- Jobs for this week.

- Customers by category or tag.

- Vendors by category.

- Employees by status.

Steps:

1. Open the list or report.

2. Apply the filters you need.

3. Save the filter or template if available.

4. Name it clearly.

5. Reuse it when you need the same view again.

Why this matters:

Saved filters save time and keep teams looking at the same version of the data.

Support note:

If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.