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How to Create Custom Views?

Updated over 12 months ago

Summary: Use this to create a saved "view" of commonly used filters of your requests or bookings tab

Permissions Required: Brand Admin, Location Admin & Converser

Creating a Custom View of Requests

1. Navigate to Requests in the left hand side menu.

2. Click on the filters ≡ button.

3. Apply your desired filters in the side panel.

4. Click "the button "Save View".

5. A pop up will appear whereby you can name your view.

6. Click the "Create View" button.

7. Now you can cccess your saved view under My Views.

Creating a Custom View of Bookings

1. Navigate to Bookings in the left hand side menu.

2. Click on the filters ≡ button.

3. Apply your desired filters in the side panel.

4. Click "the button "Save View".

5. A pop up will appear whereby you can name your view.

6. Click the "Create View" button.

7. Now you can cccess your saved view under My Views.

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