Filtering Filters

Edie Mew
Edie Mew Posts: 148
100 Comments First Answer 5 Up Votes 5 Likes

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. 

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  • Fabrizio Nicolosi_33821
    edited February 25 #2

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

  • Edie Mew
    Edie Mew Posts: 148
    100 Comments First Answer 5 Up Votes 5 Likes
    edited March 2021 #3

    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
    edited February 25 #4

    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
    Edie Mew Posts: 148
    100 Comments First Answer 5 Up Votes 5 Likes
    edited April 2021 #5

    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
    edited April 2021 #6

    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
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited April 2021 #7

    +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
    Kaj Kusnetsov Posts: 11
    Second Anniversary Photogenic
    edited June 2021 #8

    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.