Custom Views

custom views in sanoflow’s enquiries overview docid 6tr7ycpzjyzsjxwaityrr module allow users to save filtered enquiry lists for quick access these views help streamline workflows, reduce repetitive filtering, and enable team members to access relevant data instantly, whether it's tracking new leads, monitoring unresolved issues, or reviewing a specific campaign’s responses getting here this feature is available to admins, managers, and authorized users with access to the enquiries module to access go to the left hand menu and select enquiries use filters at the top of the screen to narrow your results click the save view icon (bookmark/star) on the right side of the filters bar to save your configuration what it does custom views allow you to save complex filters you use often quickly switch between different filtered datasets share useful views with your team for alignment and collaboration these views are ideal for tracking enquiries across different campaigns, sales pipelines, or statuses creating and managing views 1\ applying filters use the built in filters in the enquiries module (e g , date range, tags, status, stage, channel) to create your ideal view 2\ saving a view after applying filters click the save view icon enter a name for your view (e g , “leads this week”) decide if it’s private (only you can see it) or shared (available to your team) 3\ accessing saved views saved views appear in a dropdown menu at the top of the enquiries module click the dropdown to switch between your saved filters quickly 4\ managing saved views rename or delete views by hovering over them and clicking the 3 dot icon you can update a view at any time by adjusting the filters and clicking save changes practical use cases unassigned leads view all new leads that haven’t been assigned to an agent yet follow ups this week filter enquiries by tag and follow up date to see pending actions abandoned cart campaign track only the enquiries related to a specific campaign via tag or source manager's weekly overview share a filtered view of all unresolved enquiries opened this week best practices use descriptive and standardized names so your team understands each view’s purpose (e g , “support – urgent only”) keep personal views private if they're used for personal productivity, and share team wide ones to ensure alignment regularly review and update views to reflect changes in workflows, statuses, or campaigns combine saved views with tags or pipelines to organize your work even further avoid creating too many views, limit to the most useful ones to keep your dropdown manageable faqs can i edit a saved view after creating it? yes change your filters and use the “save changes” option to update the existing view can i create multiple saved views? yes you can create as many views as you need based on your workflow or responsibilities can i share my saved views with teammates? yes when saving a view, choose the “shared” option to make it visible to others in your team are custom views visible on mobile? yes, saved views are available in both desktop and mobile versions for seamless access what happens if i delete a shared view? once deleted, the view is removed for all users only the creator or admin can delete shared views can i sort saved views alphabetically? currently, views appear in the order they were created manual reordering is not yet supported do saved views remember sorting preferences? yes your column sort (e g , newest to oldest) is saved along with the filters can i duplicate a saved view? not directly, but you can load an existing view, change the filters, and save it under a new name is there a limit to how many views i can save? there’s no strict limit, but keeping your list concise makes it easier to navigate can i pin a favorite view for quicker access? no but it’s recommended to use a clear naming structure so your top views appear first