Filtering Filters

Edie Mew

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. 

Fabrizio Nicolosi_33821

Hi Edie i suggest to use something like "FI - Filter one" "FI - Filter two" where "FI" is something like Filter Important

Edie Mew

Fabrizio Nicolosi said:

Hi Edie i suggest to use something like "FI - Filter one" "FI - Filter two" where "FI" is something like Filter Important

Hi Fabrizio, 

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

Fabrizio Nicolosi_33821

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

Edie Mew

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

Fabrizio Nicolosi_33821

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

You're welcome!

Boris Tsibelman

+1 on Fabrizio suggestion above.

 

I think using a naming convention would be the only way to make this happen [at the moment] 

Kaj Kusnetsov

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. 

Jeff_48058

Given that filters are essential for automated workflows with campaigns, this would be huge.

digital8631

Filters are a mess. If you have a lot of filters you need to scroll through them all. If you don't name it well in the description, you have enter edit view to figure what it's for. There really needs to be an ability to organize in folders and tag filters, as well perhaps to add a longer description viewable upon mouse hover. Sometimes filters are very similar and it's hard to describe in the name.