Custom filter

  1. last year

    Is there a way to save custom filter in to the navigation menu area for future filtering? If not that would be a great feature to think about. Thank much.

  2. Chris

    24 Jan 2019 Developer, Moderator, Beta Tester

    Which records and/or section are you referring to?
    I would love to read more about your suggestion and idea.

  3. In any of the sections. For example, in Task db, filtering "This week" and saving it as a button on the navigation bar to easily click it to view the filter. I know there is capability of filtering the tasks in the way I am referring to, However, I am wonder if one can save it for future use? does it make sense?

  4. Chris

    10 Feb 2019 Developer, Moderator, Beta Tester

    I understand what you mean now. A custom filter for each of the list grids may be useful. I'll place this in the To Do list of development and I'll see what I can put together to realise your suggestion. Thanks.

    In the meantime, take advantage of using the Reports section should you want specific records listed. It's quite a powerful section, although it does look a little daunting to start with.


    Other Task filters can be found in the Home Page Customisation tab "Tasks" where specific tasks could be listed on the Home page.


    There is also a customisation filter in the Calendar "Tasks" tab that could be used for listing customised records.

    I hope this helps.


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