Saving views and tab creation

Jo Grant -

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 activity 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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