Views are a very powerful, and easy way to create a virtual file cabinet of your proposals. You can create views based on dates, values, products, any data field, or combination of fields and also have specific fields displayed. Views are a customized way to display the exact information you are looking for.

To create views

You can manage column width, control which columns are displayed in the grid, freeze/pin a column range, or rearrange the column order. You can also filter the view of records in the grid by performing a keyword search, filtering the list by column value, or applying one or more advanced filters and filter logic. For more information, see Managing the View Settings and Filtering the Records.

  1. Go to the page containing the grid view you want to filter.
  2. Customize your view by applying filter criteria:
    • Filtering Options: Use the available filtering options to set criteria for your view. This might involve selecting specific fields, setting conditions, and choosing values for those conditions. For more details, see Filtering Records in the Grid View.
    • Managing View Settings: Apply the view setting to control which columns to display in the grid view. For more details, see Managing the View Settings.
    • Rows per Page and Page Number: Specify the number of records to see per page using the Rows per Page option. Enter the page number in the designated box to set the default page when applying the view.
    • Sorting: Apply column sorting for better navigation.
  3. Go to the dropdown menu next to the search bar and click Create New View. The Save View popup appears.



  4. Enter a name and description for your view.
  5. You can save your view as either Private or Public:
    • Private: Select this to restrict the search view to yourself only. It remains private and accessible only to you.
    • Public: Select this to permit others to access and use your search view. Your search view will be made public, allowing others to view and use the same search criteria.
  6. Click Save to save your filtered view.
  7. To access your saved view, click the dropdown menu to the left of the search bar.
  8. Click the More () icon for the view from the list and select Set as default. 



The grid view updates and displays records based on the saved filter criteria. The system retains the applied filter, showing it in the grid view when you return after switching screens.

To edit a saved view

  1. Click the More () icon for the relevant view from the list and select Edit.
  2. Make the necessary changes.
  3. Click Update.

To delete a saved view

  1. Click the More () icon for the relevant view from the list and select Delete.
  2. From the confirmation dialog, click Confirm.