Saving column layout and filters

Carl Durocher

I would be nice to be able to save Views like you can save filters.

Mike van der Valk

Hi @Carl Durocher 

Thanks for sharing, you actually can do that. Save the columns on the filter like shown here: http://sharing.pipedrive.com/PSQAwQ

Carl Durocher

Not the filters but the view @Milena Tihojević  :) 

My question was not clear at all, I am sorry!

My clients would like to be able to save "column setup" so they can switch easily from different Data view.

Just like you can do with the filters, but with the columns:

Mike van der Valk

Carl Durocher said:

Not the filters but the view @Milena Tihojević  :) 

My question was not clear at all, I am sorry!

My clients would like to be able to save "column setup" so they can switch easily from different Data view.

Just like you can do with the filters, but with the columns:

Gotcha @Carl Durocher 

In that case, I'd still advice to create a couple of filters. Just use the exact same filter conditions for all of them, but when you create them select the right column set up they'd like to see in the list. Just give the filters a distinctive name when saving.

Then when you switch filters, you are actually not switching the data you're filtering for, just the set of columns.

Boris Tsibelman

@Carl Durocher You can achieve pretty much the same thing if you save the columns in the filter.

Carl Durocher

Boris Tsibelman said:

@Carl Durocher You can achieve pretty much the same thing if you save the columns in the filter.

How can you save the column in the filters?

Jörgen Sjöstrand_231

You have the option to save columns when you save a filter. Although the problem with that ist that the user always must use their own filter and cant just use the default standard filter with their name, 

So the feature becomes a bit irrelevant, but perhaps the new API-Customization for resellers can adjust the Columns when the accounts/users are created - haven't tried it thou.