Reuse saved search criteria

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  • iconberg
    Senior Member
    • Oct 2015
    • 103

    #1

    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.





  • yuri
    EspoCRM product developer
    • Mar 2014
    • 9641

    #2
    Hi

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

    Comment

    • iconberg
      Senior Member
      • Oct 2015
      • 103

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

      Comment

      • yuri
        EspoCRM product developer
        • Mar 2014
        • 9641

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

        Comment

        • iconberg
          Senior Member
          • Oct 2015
          • 103

          #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.

          Comment

          • yuri
            EspoCRM product developer
            • Mar 2014
            • 9641

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

            Comment

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