π‘ What Is This Feature?
Saved Views For Orders will allow you to save views in Orders, letting you quickly swap between views to help easily segment data and view & download reports.
Saving a view will allow you to load the following presets again:
Visible Columns
Column Order
Applied Column Sorting & Filtering
Click here to learn more about the orders module
π₯ Video Walkthrough
π€© Benefits Of This Feature
Create Different views to support each part of your business (by region, supplier, product)
Improve internal efficiency thanks to quick access to your saved view after logging in
Quickly find orders you are interested in
Eliminate the repetitive task of having to customize table from scratch every time you log into our platform
π Step-By-Step Guide
Click the orders module.
Filter the order table in whichever way you prefer. In this case we are filtering by "Order Status: Incomplete:
Click the Bookmark icon to save the current view, filtered in the way you prefer
Whenever you log into our digital platform, you can see data on the orders table in whichever way you prefer.
By selecting a saved view, you will increase your efficiency and streamline your workflow.
