Custom filter

  1. 4 months ago

    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

    Jan 24 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. 3 months ago

    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

    Feb 10 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.

    Help: https://bitespire.com/help?Introduction%20to%20Reports.html

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

    Help: https://bitespire.com/help?Changing%20The%20Home%20Page.html

    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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