The Pipeline Multi-Filter & Save Support enhancement introduces the ability for users to:
Customize and Save Settings: Users can configure their preferred Filters and Columns in the pipeline and save these settings directly.
Persistent Configuration: Saved settings will persist across sessions, ensuring they remain intact unless explicitly modified by the user.
Key Features
Save Settings Button: A Save Settings button is added to the pipeline interface. Users must explicitly save changes to pre-set their configurations.
Auto-Load Saved Settings: When users return to the pipeline, their saved settings will load automatically.
Reset to Default: A Reset to Default option is provided for users who want to revert to the system default settings.
User-Specific Configurations: Each user's settings will be tied to their account, ensuring personalized configurations.
Features and improvements
Create custom filters: Enabling users to efficiently manage their saved filters. This includes options to:
Edit Filters: Modify the criteria of existing filters to match updated requirements.
Delete Filters: Remove outdated or unused filters to keep the list organized.
This page consolidates all filter-related actions into one place, making it easier to maintain filter configurations.
Back Button: Allow users to go back to the Pipeline screen.
Hover Functionality: Hovering over the icon reveals a tooltip with the filter's description or any notes added by the user.
Save Changes: Users can now make changes to their filters and save them directly, ensuring their updates persist for future sessions.
How It Works:
Log in to the CRM
Click in Pipeline Open the Filters menu and modify filter settings as needed.
Select the filters according to the user requirements > Create the Filter
Click in Save
Conclusion
These enhancements offer users greater flexibility and convenience when managing filters. With improved filter management, intuitive saving/resetting, and better visibility through icons and tooltips, the feature aligns closely with user needs and ensures an efficient pipeline workflow.