Filtering Filters

Edie Mew
Edie Mew Member Posts: 145
100 Comments 25 Up Votes 25 Likes Second Anniversary

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
    Fabrizio Nicolosi_33821 Member Posts: 125
    100 Comments Second Anniversary Photogenic
    edited February 2022 #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 Member Posts: 145
    100 Comments 25 Up Votes 25 Likes Second Anniversary
    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
    Fabrizio Nicolosi_33821 Member Posts: 125
    100 Comments Second Anniversary Photogenic
    edited February 2022 #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 Member Posts: 145
    100 Comments 25 Up Votes 25 Likes Second Anniversary
    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
    Fabrizio Nicolosi_33821 Member Posts: 125
    100 Comments Second Anniversary Photogenic
    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 Member Posts: 864
    1000 Comments Third Anniversary 5 Likes Premier Solution Provider
    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 Member Posts: 13
    Third Anniversary 10 Comments 5 Likes Name Dropper
    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. 

  • Jeff_48058
    Jeff_48058 Member Posts: 2
    First Comment Photogenic First Anniversary

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

  • digital8631
    digital8631 Member Posts: 3
    First Comment Photogenic First Anniversary

    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.