Articles on: OneHash CRM | Using OneHash CRM

Save Filter: Save your filters and apply them often

Save Filter

Save Filter is a tool that will allow you to save a certain set of filters which are applied often in a document list or a report so that you can reuse them.

To learn more about filters, checkout Search Filter.

Let's say, in purchase orders, you need to search for all the purchase orders where the Grand Total is more than ₹ 10000. However, there is no filter exclusively present for it. In this case, you can create a custom filter for it and save the same condition in the 'Save Filter' option for you to easily access this filter every time you open the Purchase Order list.

To save a Custom Filter, you may go to the 'Save Filter' option in the Left Sidebar of the list or the report.

Updated on: 26/03/2023

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