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What are the default views on custom modules? How to create custom views using Filters?

Modified on: Fri, 27 Mar, 2020 at 1:56 PM


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Sprout Blossom Garden Estate Forest


Freshsales offers a set of default filter views for all records such as My Leads, All Leads, My Contacts, My Deals etc. Similarly, whenever a custom module is created, the list view of your module consists of a set of default views.


For example, if you have created a custom module “Property”, you can access default views such as My Properties, All Properties. These can be accessed by clicking the views button on the list page.


 

However, you can also create your own custom views from scratch by applying new filters. Freshsales offers filters to refine a list and narrow down to a desired set of records.

To create a custom filter view, use the fields on your records as filter conditions and refine results. Here’s how you can do the same.

  1. Click the Filters button. This opens the filters pane.

  2. Add filters by clicking the button. This brings up the list of fields belonging to the record. 

  3. Choose a field that you wish to apply as a filter. Each field that you choose has a set of operators with which you can set your filter conditions.

  4. Click. This applies the filters and segregates the records accordingly.

How to save a filter view?

Here’s how:

  1. Whenever a new filter is applied, Freshsales prompts you with a Save view as option on top of the list view.

  2. Click this prompt. It brings up the SAVE AS overlay.

  3. Give the view a name and configure its visibility.

  1. Click to create the new view.  

This creates a new filter view that can be accessed from the views section. 


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What are the default views on custom modules? How to create custom views using Filters?

Modified on: Fri, 27 Mar, 2020 at 1:56 PM


Applicable plans
Sprout Blossom Garden Estate Forest


Freshsales offers a set of default filter views for all records such as My Leads, All Leads, My Contacts, My Deals etc. Similarly, whenever a custom module is created, the list view of your module consists of a set of default views.


For example, if you have created a custom module “Property”, you can access default views such as My Properties, All Properties. These can be accessed by clicking the views button on the list page.


 

However, you can also create your own custom views from scratch by applying new filters. Freshsales offers filters to refine a list and narrow down to a desired set of records.

To create a custom filter view, use the fields on your records as filter conditions and refine results. Here’s how you can do the same.

  1. Click the Filters button. This opens the filters pane.

  2. Add filters by clicking the button. This brings up the list of fields belonging to the record. 

  3. Choose a field that you wish to apply as a filter. Each field that you choose has a set of operators with which you can set your filter conditions.

  4. Click. This applies the filters and segregates the records accordingly.

How to save a filter view?

Here’s how:

  1. Whenever a new filter is applied, Freshsales prompts you with a Save view as option on top of the list view.

  2. Click this prompt. It brings up the SAVE AS overlay.

  3. Give the view a name and configure its visibility.

  1. Click to create the new view.  

This creates a new filter view that can be accessed from the views section. 


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial