All Release Notes

My views for Order lists

26 January 2022
Enhancement
Orders

With this release, we are re-introducing My views in the Order list. A custom view of the Order list captures applied filters and search fields.

A custom view is helpful when you have tasks that require different perspectives on Orders and their various properties. For instance, if you need to identify and work through all the Orders older than a certain date and have outstanding payments, this criteria can be set as a filter on the Order list and then saved as a view named Outstanding Payments.

Once a custom view is created, you can easily switch back and forth between any saved views and the Order list will adapt accordingly.

For saved custom 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.