opportunity filter
We'd like the opportunity to save our filter choices so we consistently receive the data we are seeking rather than needing to re-filter every time we go to the opportunities screen.
For example, at the end of 2019, we had opportunities that were pushed out to 2020 close dates. These were removed from the default view until you filtered to include those dates. We had to continually re-filter to be sure we weren't missing any of our current opportunities because the filter defaulted back to 2019 calendar year.
Lisa Persohn
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Jay Beerley commented
I am trying to format the opportunities section to only show ones designed for me. I know you can manually filter the list, but the data at the top of the opportunities section shows all data for our whole firm. We need that data to just be for me as a user. And we need our filtered list to be saved instead of reset every time if we want to
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Anonymous
commented
This issue is arising again as the end of 2020 is coming to a close. The system automatically filters for all opportunities in 2020. We are only seeing opportunities with close date in 2020 although it would make much more sense to start with no filter and allow users to then filter down to a specific year if they wanted to.
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Lindsey
commented
Yes, we'd like to please have this feature as well. "Saved Filters" would cut out a lot of time making selections when trying to see Opportunities with specific stages or owners. Thank you!
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Jeffrey K. Ruffing
commented
Add option in Opportunity filtering for a saved Start/End date range that doesn't change.
I am tracking several opportunities, some for more than 2+ years. With a new year changing, I can now only view Opportunities with a close date in 2019. Why should I have to apply a filter to those that are from last year, every time I want to look at them? If they are still Active, I should be able to see them without having to take time applying a filter every time.
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Anonymous
commented
Allow opportunity filter to have a blank future date by default or let us save our own default parameters, being limited to the current month or a fixed future date is not representative of a normal pipeline, we work in future and toward the end of the month, you are only seeing the next few days.