I’d like to request that users can “save” a filter on the ‘All Portfolios’ screen. Though you can use the BACK button to try to get the same view that you had, having an option to save a filter (not for later use in a week, but for the session that you’re in and/or until you unsave it) would be really helpful when editing a lot of portfolios.
Employee Name | Cammy Jagielski |
Client Name "shard name" | wisc |
User | System Admin , Opportunity Admin |
Functional Unit | Search |
UC San Diego would also like this enhancement. If it can be saved, it would really help us do our jobs more easily. One possible way could be to allow saves like you can for the grid views under each individual opportunity. Thank you!