Saving column layout and filters

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Carl Durocher
Carl Durocher Member Posts: 12
edited April 2023 in Sales CRM #1

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



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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
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    edited April 2022 #2
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    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
    Carl Durocher Member Posts: 12
    edited February 2022 #3
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    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:

    image
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,072 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited April 2020 #4
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    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:

    image

    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
    Boris Tsibelman Member Posts: 843
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    edited February 2022 #5
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    @Carl Durocher You can achieve pretty much the same thing if you save the columns in the filter.

  • Carl Durocher
    Carl Durocher Member Posts: 12
    edited April 2020 #6
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    @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
    Jörgen Sjöstrand_231 Member Posts: 80
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    edited April 2022 #7
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    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, 

    image

    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. 

    image