Discussions
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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Custom Filters in List Views
<p>A fast way to search list views is to create a custom filter. For example, in the Projects list view, you can create a filter that allows users to search through Porject Nicknames efficiently. To create a custom filter, select "Create filter..." from the filter dropdown (top left of screen). Next, you will need to provide a title for the filter and select, build the filter according to your specifications, and save. One common filter is "Customer name"/"Project name" contains... It is possible to creat a generic filter in which you specify the entity to search for each time you
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