Save your preferred views

Do you find yourself re-organizing your matter list again and again throughout the day to create reports, track what is going on in different departments, or group matters according to their different states? Are you regularly adding and removing columns, applying filters, or reordering columns and rows?

For easy and repeated reference simply create each view once, save it, and come back to it whenever you need to.

Anytime you make a change to the grid layout (adding remove columns etc) the “Save” or "Save as..." options will appear and allow you to save that grid configuration into your 'My views' area.

Your list of saved views will appear under My Views on the left. There is no limit to the number of views you can save.

To facilitate collaboration, these views can then be shared with your team.

Click here to learn how.

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