CRM Saved Filters

Suggestions on Community Server Installation/Functionality
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Posts: 26
Joined: Thu Oct 06, 2016 2:26 pm

CRM Saved Filters

Post by nillenille2 » Thu Jun 25, 2020 9:31 am

It would be great if we were able to store filters in the CRM view.
E.g. I'd like to select CRM contacts with tags v, w, x, y, z from the last x days that are customers. If this custom filter could be saved, it would make some tasks much easier.
Thanks and regards,

Posts: 25
Joined: Tue Sep 10, 2019 3:31 pm

Re: CRM Saved Filters

Post by MikhailS » Fri Jul 24, 2020 12:54 pm

Hello Nils,

Please describe what you mentioned in more details, so that I can send your request to our design department.

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