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Reuse saved search criteria

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  • Reuse saved search criteria

    Hello,

    it would be useful if the used and saved search criteria from the main parts are used also for their search dialogs in other parts.

    For example, if i set up search criteria in the account (with add field criteria also) the search criteria should be used too if i create a meeting and set a parent account.
    Or the child search dialogs should remember the last search criteria too.






  • #2
    Hi

    There is such a feature. Click to left All dropdown and Save Filter.

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    • #3
      Yes, that helps, thanks.
      Would be nice if the child search dialogs remember last settings/choosen filter.

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      • #4
        Not a good idea to remember filters for select dialogs.

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        • #5
          Here is an example why it could be useful:
          We have ~20 Representative working in germany. They look after ~15000 customers, splitted in ~20 areas. Searching would be more easier if a last setting dont have to reset every time.

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          • #6
            In this case it's better to customize espocrm.

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