This Help Article covers:
Pressing on a Side Menu option displays a List View for the feature selected
List Views have a default view, however, you can set and save your default filter(s) and column view
Filters can be “Pinned” to display on the Side Menu's Submenu
Columns can be hidden/displayed and their positions moved to create a default column view when landing on the List View
⚠️ NOTE: The default List Views are remembered for the Computer that it was set on, not the Logged in User
To Set/Save the Filter View Default
Quick Flow:
List View Select
[Refine] Filter
Select your requirements
“Save current search”
Name*
"Pin to Side Menu" (Optional)
“Set as default” (Optional)
[CONFIRM]
1. From the selected List View, Press the [Refine] button to display the Refine Filters popup
2. Work down the Filters Selecting your requirements
3. Press the “Save current search” Icon of the "Custom" field to display the "Saved Search" popup
4. From the "Saved Search" popup, Give the List View a Name*, tick "Pin to side menu" and/or “Set as default” (Optional), then Press [CONFIRM] to Save
Example of Pinned Search displaying in the Side Menu's Submenu
💡 TIP: All saved searches display as an option in the Refine Filters Custom Filter's dropdown.
To Set the Coulmn View Default
To Hide/Display Columns
1. From the selected List View, Press the [Change display settings] button to display the Display Settings popup
2. From the Display Settings popup, Toggle Column "On"/"Off" to Display/Hide
To move a Column position
3. From the Display Settings popup, Hover over a Column to expose the Grab Handle (6 dots), then Press on a Grab Handle to Drag & Drop the Column to the desired location
💡 TIP: Order Top to Bottom displays Left to Right on the List View.
4. When finished, Press [APPLY] to apply the settings and return to the List View.
To Remove a Pinned Search
1. From the “Custom” field of the Refine Filters popup, Select the Custom view, then Press the "More" (3 dots) menu and Select the option “Edit” to display the "Saved Search" popup
2. From the "Saved Search" popup, Untick "Pin to side menu", then Press [CONFIRM]
💡 TIP: Following [CONFIRM], you may need to refresh your windows browser to remove your old cached setting.
To Delete the List View Default
1. From the “Custom” field of the Refine Filters popup, Select the Custom view, then Press the "More" (3 dots) menu and Select the option “Delete”
