In contacts view, in top right area I can sort by earliest to latest etc. I can also add a filter to only show contacts from a certain group.
Is there any way of saving the applied filter and sort order for easy retrieval?
I often do complex sorts / filters then a customer phones and I have to look them up in LACRM . Then I lose the sort / filter I had
Not yet, but hopefully soon! We’re currently working on adding the ability to create saved views, which would allow you to save sorts/filters so you can easily get back to them. That’s still a little ways off at this point, but it is currently in development.
In the meantime, as a workaround, you can bookmark the page in your web browser and then use the bookmark to return.
The bookmark method Emily mentioned works great – I’ve got a whole bookmark folder of various LACRM views to view different slices of my contacts and my pipelines.
Thank you very much. Really encouraging that its on your schedule to do in future.
Thanks for tip on saving it as favourite for now, look forward to Saved Views in future
Excellent, thats my job for tomorrow 