topic Re: How do I save filters to ALL DEAL board view? in Dashboards & Reporting

How do I save filters to ALL DEAL board view?

MonicaWy — Mon, 30 Mar 2020 17:38:52 GMT

How do I get my filters on the ALL DEAL board to stick? I want everyone who has eyes on the ALL DEAL view to see current data only.

Re: How do I save filters to ALL DEAL board view?

ElyshaShave — Tue, 31 Mar 2020 07:47:31 GMT

Hi,

This would have to be a saved filter including the 'All Deals' section. To set this up, create your filter(s) as usual, then click on the 'Save' button at the bottom. However, when you go to save, either choose if you want the filters shown by everyone, your team or just yourself.

Then to make the saved filter appear just under the 'All Deals' section, click on 'All Saved Filters', and next to your saved filter, click on 'Options'. This will then allow you to 'Add to favorites'. This will then appear under the 'All Deals' section and show you all current deals.

Please let me know if this makes any sense, if not, I am more than happy to explain further.

Thanks,

Elysha Shave

Inbound Specialist

BBDBoom.com

Re: How do I save filters to ALL DEAL board view?

PStruckmann — Thu, 26 Jan 2023 17:36:11 GMT

Hello , i am not quiote following you ,

are you referring to creating a shared view or a saved filter ? it would be great to actually save filter subsets , so that with a combination of these oen could quickly created much larger amount of views than could ever be sown in the top bar selection ?!

hope this makes sense, or is it onlypossible to do this in the pro version of HS ? i cant seem to see saved filters or favorites anywhere ??!

Re: How do I save filters to ALL DEAL board view?

kvlschaefer — Thu, 26 Jan 2023 20:12:44 GMT

Hi @PStruckmann,

This thread is 3 years old and may not have full visibility among our Community Members.

To ensure that your question is seen by our community members, could you please create a new post on the Community?

Please make sure to include a full description of the issue of your goal and any pertinent screenshots in the new post for the Community to better assist with advice 🙂

Thank you,

Kristen

Re: How do I save filters to ALL DEAL board view?

mpherr — Thu, 02 May 2024 03:42:19 GMT

Cannot find any "save" button. I apply the filter, deal data show filtered and I close the filter menu. Nowhere a save button. Next time I open deals, they all appear unfiltered again.

Re: How do I save filters to ALL DEAL board view?

DianaGomez — Tue, 07 May 2024 14:18:18 GMT

Hi @mpherr,

Thanks for reaching out to the Community!

Could you please provide an example with screenshots to allow us to analyze the situation?

The more examples, screenshots, and details you share with us, the easier it will be to analyze the situation and find a solution.

Thanks,

Diana