It would be so helpful to be able to create "Views" rather than "Filters" and then have that "View"

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  • David Lorbiecke_3
    David Lorbiecke_3 Ex-Pipedrivers Posts: 250
    100 Comments Pipedrive Employee
    edited February 24 #2

    Hi again,

    I'm not sure I fully understand the difference. The Filters would/should do the same thing (just with a different name) and you can save what columns are visible for each filter.
     

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    Perhaps you have an exact example?

  • Rebecca Sanders
    Rebecca Sanders Posts: 21
    edited May 2020 #3

    Hi again,

    I'm not sure I fully understand the difference. The Filters would/should do the same thing (just with a different name) and you can save what columns are visible for each filter.
     

    image

     

    Perhaps you have an exact example?

    My filters list has become unmanageable during a data cleaning project. I really need to create a view and then filter it multiple ways, doing bulk edits as I go but I don't want to have to create a new filter and save it each time. It takes a lot longer and mixes in with my important filters that I need to come back to time and time again. The idea for this feature is that you would create a "View" in the same way you create a filter now and then you could edit that view as you would with a spreadsheet. You could just manipulate the sheet however you need, do bulk edits as you go and not need to save each action as a filters before you could do the changes.

    Below is an example of how you filter in a spreadsheet. I want to be able to easily look at (blanks and bulk edit them, then No's and bulk edit them, then Yes and bulk edit them) instead of creating 3 filters that automatically save to my filter list when I don't need them saved.

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