Saved Filters
Save and manage frequently used filter configurations.
Saved filters let you store complex filter settings for lists and reuse them with one click. Filters are available in all list views (events, contacts, participants, applications, invoices, etc.).
Saving Filters
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Configure Filters - Set desired filter criteria in a list view
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Save Filter - Click "Save Filter" and enter a name
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Personal or Shared - Save filter for yourself only or make it visible to all admins
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Set as Default - Set a saved filter as default for the list view
Using Filters
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Filter Dropdown - Select saved filters from the dropdown menu in the list view
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Quick Access - Most recently used filters are shown at the top
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Edit Filter - Adjust existing filters and save again
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Delete Filter - Remove filters that are no longer needed
Tips
- Create filters for frequently used views (e.g., "Open Invoices", "Pending Applications")
- Shared filters are useful when multiple admins need the same filter views
- Default filters are automatically applied every time the list view is opened