• 1 February 2022
  • 3 replies

  • New Participant
  • 1 reply

I see I cannot add multiple filters in different records.

When I change the record then the filter change again and is not accumulating  the information filtered before. 

I really need this option!!!! This is VERY IMPORTANT! 

My previous CRM had this option and for my business is indispensable. 

Do you think you can work on it?

How can I see your answers? Thank you!

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3 replies

Userlevel 7
Badge +7

Hi @Eli, thanks for posting! I just want to make sure I understand the question. It sounds you’re working with one set of filter criteria, and then changing to another. But by doing so you have to adjust the filter criteria, meaning it’s no so easy to return to your original filter settings. Did I get that right?

If that’s the case, would saved filters address this issue? When you add your filter criteria, you should see a Save Filter button at the bottom. (If you don’t see it, it’s because there’s already a saved filter with the same criteria)

After, you can go to the top left corner to flip between your saved filters.


Let me know if that addresses your question or if I missed something :slight_smile:

Hi Michelle,

Thank you for your answer, Now I can see better how it works :-) 

Best wishes

Userlevel 7
Badge +7

@Eli great, glad I could help! Feel free to post any other questions that might come up :slight_smile: