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How to Edit/Update a Saved View
How to Edit/Update a Saved View

In this article, we will explain how to edit/update an existing saved view on a listings page

William avatar
Written by William
Updated over a week ago

Editing and updating a saved view in listing pages is simple and can be done by following the below steps:

  1. From the left side bar, navigate to the listing page where the you want to update the saved view (quotes, orders, invoices)

  2. Apply the view that you want to edit and update by clicking on the Saved Views button and selecting your saved view

  3. Once your view is applied, make your desired changes by clicking on the filters button to edit the applied filter sets, or by clicking on the configuration button at the top right hand corner of the listings table to customize the table columns

  4. Once you have made your desired changes, click on the settings button

  5. A modal will appear where you can update the name of the saved view as well as update the visibility, which can be private (only visible to you) or shared (visible to you and all your teammates). Once you are ready, click on the Update button

Your saved view is now updated and ready to use by clicking the Saved Views button

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