Staff

Personal saved views

Save the applied filters for your own use in this organization. Results remain live and follow your current access. Views never open automatically.

What to do

1. In Cases or Work orders, apply the desired filters first. Open Personal saved views and save them under a name. Only applied filters are saved; unsubmitted search text and result records are excluded.
2. Choose your view, review its filters and apply it explicitly. The current list is fetched with your current access. Overdue and upcoming remain relative to now. Browser Back returns to the previous filters.
3. To change a saved view, first apply the desired list filters, then choose Replace selected view with current filters. Confirm the name and save. Deletion requires its own confirmation. A version conflict requires refresh and review.
4. Views belong to your membership in this organization and are separate for Cases and Work orders. They are not shared or opened automatically and do not assign people, schedule visits or send messages. After an uncertain save, retry unchanged or reload and check before another action.

Before you continue

Questions and troubleshooting