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Save filters to the Views Feature
Save filters to the Views Feature

This article describes how to save filters to the standard views available to everyone in your organisation.

Kirill Selivantchik avatar
Written by Kirill Selivantchik
Updated over a week ago

Introducing a simple way to add filters to the views in your organisation.

What is it?

This functionality allows Admin users to configure and manage the views of the environment to the needs of the users. Simply update the views by adding filters and saving them to the views.

Why does this help?

  • Empower users to use customized views with specific filters, enabling them to efficiently manage and prioritize partnership data according to strategic needs.

  • Enhance the consistency and accessibility of personalized data views across sessions, reducing setup time and improving the focus and effectiveness of PAMs' daily operations.

F.A.Q

  • Q: Who can add filters to the views?

    • A: Only users with admin right can add filters to the views. However, this doesn't block other users from removing the standard filters from a view or adding extra filters.

  • Q: Which filters can I add to the views?

    • A: Everything that you can filter in Collaborate on the Partner overview.

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