I'd like to suggest an option of being able to categorize filters, filters created on Pipedrive. Some I'd like to sit there and never be touched again. Some are dedicated to reporting and some for Automation purposes which ideally they arent edited.
Hi Edie i suggest to use something like "FI - Filter one" "FI - Filter two" where "FI" is something like Filter Important
Fabrizio Nicolosi said:Hi Edie i suggest to use something like "FI - Filter one" "FI - Filter two" where "FI" is something like Filter Important
Thanks for your suggestion, I think that is a good idea. I just wondered what happens when you have maybe over 30-40 filters in place and some are shared, some private and like you say some need to stay left alone etc
Yes i've understand but they are order by name, so it will be quite neat.
I've no more ideas to do something better
Fabrizio Nicolosi said:Yes i've understand but they are order by name, so it will be quite neat.I've no more ideas to do something better
That's ok, thanks for your feedback Fabrizio
+1 on Fabrizio suggestion above.
I think using a naming convention would be the only way to make this happen [at the moment]
Filter categories, I would absolutely need that. I have a lots of filters, and in some point it is very time consuming to go trough and always search for a filter.
Given that filters are essential for automated workflows with campaigns, this would be huge.