Ideas

For all saved views (people, companies, searches, etc) - being able to save filter options, not just column arrangement and sorting

Two things:

1) it would be great to save specific filters so you could only see all the profiles you most recently updated instead of all profiles most recently updated as an example

2) it would be great to be able to save favorite views so you don't have to re-enter all the parameters over and over again each time you leave the page and want to come back. Futhermore, it would be great to have firm wide saved views, so that we could easily sync up and view the same cross section of active projects that we want to discuss for a team meeting in the same order, or for deals too - this would be super helpful for collaboration.

  • Guest
  • Jan 17 2023
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