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Can calendar sorts be saved?

  • November 27, 2017
  • 1 reply
  • 12 views

Hello,
I am wondering if Calendar sorts or filters can be saved?

1 reply

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  • Inspiring
  • 332 replies
  • November 28, 2017

In a view, the sorts and filters that you apply to it (as well as the groupings, hidden fields, and field order) will remain until you or someone else changes it.

You can create a new view, apply whatever sorts and filters to it that you’d like (e.g. “Closed deals over $10k”), and then open up that view whenever you want to see the records using that view.

You can also duplicate the view you’re currently in to create a new view with the same filters, sorts, etc. that are applied in the current view. You might want to do this if, for example, you’ve been tinkering in your base’s Main View.

If that’s not enough, you can also copy view configuration options from one view to another!

Everything I just mentioned applies to all view types, including calendar views. I think this is what you meant by “saving” sorts and filters? If you have any other questions, I’m happy to provide more clarification!