Home Search & Filtering Save frequently used filters (Views)

Save frequently used filters (Views)

Last updated on Jan 06, 2025
  • Set the desired filters (can be multi-layer)

  • Click the downward arrow next to the "Default" button

  • Select "Save as Personal View” to save to your profile

  • Select "Save as Org View” for all organization users to have access to this filter. This option is only available to admins.

  • Name your View and click “Create” to save

  • To make further edits, or to save changes, click the "carrot" or "down arrow" next to the view you're managing and click "Save Changes"

  • To save changes to an "Org Wide" view, click that same carrot and choose "save as a personal view" then name your view.