10 October 2018

With this release, a new feature called My Views is available for the Customer List. A View is a customization of the Customer List capturing:

  • Search queries and applied filters
  • Visible vs. hidden columns
  • Sort order of the results

A View is helpful when you have tasks that require different perspectives on customers and their various properties. Once a View is created, you can easily switch back and forth between any saved Views and the Customer List will adapt accordingly.

For created Views, it is possible to rename them, delete them, and to make changes that you either update the View with, or that you save as an entirely new View. For any unsaved changes made to a View, you can always revert to the saved version of the View.