When saving a view there is a check-box for ’Place on own tab’:
If you select this the view you are saving will not only appear as a new view, it will also create a new tab on the following data input forms:
- Client
- Job
- Phase
- Supplier
New tab
This is particularly helpful for filtering job types or task types, such as requisitions which are handled slightly differently. So your new filter will appear as a new tab in the relevant areas, such as job:
and also client:
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