---
title: Custom Views
slug: yVXt-custom-views
docTags: 
createdAt: 2024-12-20T09:01:27.347Z
---

Custom Views in Sanoflow’s [Enquiries](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:**

1. Go to the left-hand menu and select **Enquiries**.
2. Use filters at the top of the screen to narrow your results.
3. 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**.

:::Iframe{iframeHeight="0" code="<div style=&#x22;position: relative; box-sizing: content-box; max-height: 80vh; max-height: 80svh; width: 100%; aspect-ratio: 1.8508997429305913; padding: 40px 0 40px 0;&#x22;><iframe src=&#x22;https://app.supademo.com/embed/cmdeoerne14uv6n9nk8zo6xvp?embed_v=2&#x22; loading=&#x22;lazy&#x22; title=&#x22;Sanoflow Demo&#x22; allow=&#x22;clipboard-write&#x22; frameborder=&#x22;0&#x22; webkitallowfullscreen=&#x22;true&#x22; mozallowfullscreen=&#x22;true&#x22; allowfullscreen style=&#x22;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&#x22;></iframe></div><!-- <p>paste iframe code here</p> -->"}

:::

# Practical Use Cases

1. Unassigned Leads:&#x20;
   - View all new leads that haven’t been assigned to an agent yet.
2. Follow-ups This Week:&#x20;
   - Filter enquiries by tag and follow-up date to see pending actions.
3. Abandoned Cart Campaign:&#x20;
   - Track only the enquiries related to a specific campaign via tag or source.
4. Manager's Weekly Overview:&#x20;
   - Share a filtered view of all unresolved enquiries opened this week.

# Best Practices

1. Use descriptive and standardized names so your team understands each view’s purpose (e.g., “Support – Urgent Only”).
2. Keep personal views private if they're used for personal productivity, and share team-wide ones to ensure alignment.
3. Regularly review and update views to reflect changes in workflows, statuses, or campaigns.
4. Combine saved views with tags or pipelines to organize your work even further.
5. Avoid creating too many views, limit to the most useful ones to keep your dropdown manageable.

# FAQs

1. **Can I edit a saved view after creating it?&#x20;**
   - Yes. Change your filters and use the “Save Changes” option to update the existing view.
2. **Can I create multiple saved views?**
   - Yes. You can create as many views as you need based on your workflow or responsibilities.
3. **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.
4. **Are custom views visible on mobile?**
   - Yes, saved views are available in both desktop and mobile versions for seamless access.
5. **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.
6. **Can I sort saved views alphabetically?**
   - Currently, views appear in the order they were created. Manual reordering is not yet supported.
7. **Do saved views remember sorting preferences?**
   - Yes. Your column sort (e.g., newest to oldest) is saved along with the filters.
8. **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.
9. **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.
10. **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.