View Saved Custom Filters
Learn how to view your saved custom filters in QuoteCloud. Saved custom filters help you quickly access predefined document views and organize records according to your specific business requirements.
Steps to view saved custom filters
Open the Dashboard
Navigate to the Dashboard where document filters, smart filters, and custom filters are displayed in the left-hand navigation panel.Locate the Custom Filters section
Scroll down the left-hand navigation menu until you find the Custom Filters section beneath the Smart Filters area.Expand Custom Filters
Click the Custom Filters dropdown to display your saved custom filter configurations. :contentReference[oaicite:1]{index=1}Review available filters
Your saved custom filters will appear directly beneath the Custom Filters heading. Review the available filter names to locate the one you need. :contentReference[oaicite:2]{index=2}Select a saved filter
Click any saved custom filter to apply it and display documents that match the filter's predefined criteria.
FAQs
What are saved custom filters in QuoteCloud?
Saved custom filters are user-created filter configurations that allow you to quickly access specific groups of documents based on predefined criteria.
How do I view saved custom filters?
Navigate to the Dashboard and click the Custom Filters dropdown in the left-hand navigation panel.
Where can I find the Custom Filters section?
The Custom Filters section is located beneath the Smart Filters section in the Dashboard navigation menu.
What happens when I expand Custom Filters?
All saved custom filter configurations become visible beneath the Custom Filters heading.
Can I have multiple saved custom filters?
Yes. Multiple custom filters can be saved and displayed within the Custom Filters section.
How do I apply a saved custom filter?
Simply click the saved filter name to display documents that match the filter criteria.
What types of filters can be saved?
Custom filters can be created using various document fields, statuses, dates, consultants, passengers, and other available filtering options.
Can I edit a saved custom filter?
If your permissions allow it, you may be able to modify existing custom filter configurations.