If you set the same filters every morning, save them as a view. Next time it is one click.
Views work the same way on every list in Brahmin Solutions — purchases, vendors, inventory and the rest.
Save a view
Set up the list how you want it — filters, columns and sort.
Click Add view in the toolbar.
Give it a name that says what it is for. "Late orders from Pacific" beats "View 2".
Save.
Your view appears next to All at the top. Click between them any time.
Change a saved view
Open the view, change the filters or columns, then click Save.
Save stays greyed out until you actually change something — if it looks dead, nothing has changed yet.
What a view remembers
Remembered | Not remembered |
Filters | which order you had open |
Columns | the search box |
Sort |
Views to consider
Waiting to arrive — status Confirmed or In process
Late — expected date before today, not yet fulfilled
This vendor — one supplier, for when you call them
A view remembers the sort as well
A view saves the sort as well as the filters. If a saved view ever refuses to load, changing the sort is the first thing to try — a view holding a sort on a column that no longer exists can fail to open.