Overview of Organizing Data Efficiently with Filters and Saved Lists in Horilla CRM

When working with large amounts of data in a system, finding the exact records you need can take time if everything is displayed in a single list. Scrolling through long tables and manually searching for information can slow down productivity. This is where Filters and Saved Lists become extremely useful.

Filters allow you to narrow down records based on specific conditions, while Saved Lists allow you to store those filtered views for quick access in the future. Instead of repeating the same filtering process every time, you can simply select a saved view and instantly see the results you need. This feature helps users stay organized, improves efficiency, and ensures that frequently used views are always accessible.

In addition, the filter panel is designed to be flexible. Users can move, resize, or enlarge the filter panel, allowing them to adjust the interface based on their workspace and screen size.

In this guide, we’ll take you through how to apply filters and create saved lists, explained step by step.

Step 1: Open the Filter Panel

To begin filtering records, click the Filter icon available in the toolbar.
This will open the Filters panel, where you can create conditions to narrow down the data displayed in the table.

• Reposition the Filter Panel

You can click and drag the filter panel to place it anywhere on your screen.

This allows users to place it in a convenient position while reviewing records in the table.

Moving the panel helps maintain visibility of both the filters and the data at the same time.

•  Resize or Enlarge the Filter Panel

The filter panel can be adjusted for better visibility while working. Users can resize the panel by dragging its left side, right side, or bottom edge, allowing it to expand or shrink based on the space needed. If more space is required, users can also click the enlarge icon in the panel header to expand the filter panel, making it easier to view and manage multiple filtering conditions.

Step 2: Select a Field and Condition

Inside the filter panel, you can define your filtering criteria:

1. Select a field from the dropdown menu.
2. Choose a condition such as Equals, Contains, or other available options.
3. Type in the value you want to use for filtering.

Once these are selected, the filter condition is ready to be applied.

Add Additional Filters

If you want to refine the results further, you can add more conditions.

Click Add more filter to include another filter rule. You can apply multiple filters together to narrow down your results. For instance, you might filter records using more than one field at the same time for better accuracy.

Using multiple filters helps reduce the number of displayed records and makes it easier to focus on the most relevant information.

Step 3: Apply the Filters

After configuring your filter conditions, click Apply.

The table will update instantly to show only the records that meet the selected conditions. The active filters will also appear in the Applied Filters section, making it easy to see which filters are currently affecting the view.

Step 4: Clear or Remove Filters

Filters can be adjusted or removed at any time.

• Click the × icon on a filter tag to remove a specific filter.
• Click Clear All to instantly remove every applied filter.

This makes it easy to try out different filter combinations without making any permanent changes.

Step 5: Save the Filter as a List

If you frequently use the same filter configuration, you can save it as a Saved List.

To save a filtered view:

1. Apply the filters you want.
2. Click Save to List.
3. Enter a name for the list.
4. Choose whether the list should be public: When saving a list, you can choose to make it public by selecting the Make public option.A public list is visible to all users in the system.
5. Click Save.

Once saved, this filtered configuration becomes a reusable view.

Step 6: Access the Saved List

Once the list is saved, it will be available in the view selector dropdown at the top of the page.

By selecting the saved list, the system automatically applies the stored filters and displays the corresponding records. This eliminates the need to manually set filters again.

Saved lists make switching between different views quick and convenient.

Step 7: Manage Your Saved Lists

You can edit or delete saved lists whenever required.

You can:

• Edit the list to change the name or settings.
• Remove the list if you no longer need that view using the Delete list button

Keeping saved lists organized ensures that users only see relevant and useful views in the selector.

Filters and Saved Lists are powerful tools that help users manage large datasets more effectively. By applying filters, users can quickly focus on the records that match their specific criteria. Saving those filters as reusable lists eliminates repetitive work and makes switching between different views effortless.

Public lists also improve collaboration by allowing teams to share commonly used views across the system. With the right use of filters and saved lists, users can organize their workspace better, access important data faster, and maintain a more efficient workflow.