Contacts CRM Advanced Filters not staying/saving

Smart CRM & Sales Hub CRM
1

I have set up multiple different views for my list of contacts with different advanced filters. Some of them have stuck and saved on a few of the views but there are a couple where, if I refresh the page or load into another part of HubSpot and return, the advanced filters are removed, which is frustrating to manually set up every time. Any advice on how to make these advanced filters save? I’m making sure any pop-up with ‘unsaved changes’ is not the cause of this.

Many thanks

2

Hi @HC95,

Have you made sure to click the save icon in the top right section if the screen? View and filter records

Unintuitively, changes don’t auto save. You have to manually save and sometimes first cline the view as default views cannot be overwritten.

Best regards

3

Hi @karstenkoehler, that was exactly it. Overlooked that detail, thank you