I would like to request the ability to set my default view to “Companies” and to save custom filters for future sessions. Currently, each time I open the app and search for a company, I need to manually reapply my preferred filters. This repetitive process is time-consuming and impacts overall productivity. Enabling persistent filters and a customizable default view would greatly enhance user efficiency and streamline the workflow.
Hi Garrett,
Thank you for sharing your feedback.
However, we do provide default/custom views to be selected on the mobile app for different modules.
If you have created custom views on the module, these views will be displayed on the mobile app as well.
Please refer to this recording
Reference articles:
Custom Views: https://support.salesmate.io/hc/en-us/articles/115003184011-Smart-filters-and-Custom-views
Customizing Moble Detail View Layout: https://support.salesmate.io/hc/en-us/articles/23726589057177-Customize-the-Page-Layout-in-Salesmate#h_01JP2NXRQ30CR6F5PHYP1A7BNQ
Video Reference: https://youtu.be/YHqQFSs2eUw?si=9LjhMrA_lH--UD-4
Please feel free to write back for any further questions
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