Email this post as a PDFTips and tricks · 12 October 2026 · 1 min read

Tip 5: Save your filters as a view

If you filter the same list the same way every morning, save it as a view and it is one click, forever.

On a list page, set the filters you want (open the filter pane with Shift+F3, add filters, sort). Then click the view name at the top of the filter pane and choose Save as, give it a name ("Overdue, mine", "Awaiting despatch, Manchester"). It appears as a tab under the page title. Views remember filters, sorting and the columns you personalised.

Views are per user by default; an administrator can add views for a whole profile from the Profiles page, so everyone in the warehouse opens Sales Orders to the view that matters to them. Delete the ones you no longer use; a page with twelve tabs is no better than a page with none.

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