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HomeCRMSaved views
CRM module

Saved views

Store your filters and layouts and bring them back in a single click.

The module

Saved views

Store your filters and layouts and bring them back in a single click.

The Saved views module lets you store your custom layouts, filters and sort orders inside your CRM. You instantly recover your favourite working views, without reconfiguring your screens every time you log in. A convenience that saves the whole team time.

Key points

What this module brings you

A module designed to fit naturally into your CRM and your business processes.

Stored views

Save your custom filters and layouts and reuse them as often as you like.

Tailor-made layouts

Configure your screens around your working habits and your priorities.

Time saved

Bring back your favourite views in one click, with no reconfiguring at every session.

Team comfort

Every colleague works with the views that match their role.

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