Views, filters and the board
Updated
- Table or board: the board shows records as cards in columns by status. Drag a card to move it to another status.
- Filter: narrow the rows, for example only leads from this month. Save it as a view to come back to it; views can be renamed and duplicated.
- Sort: use the Sort button above the table. A saved view keeps its filters, sort, visible fields and layout.
- Column widths: drag the edges; Reset column widths puts them back.
Still stuck? Email info@simurg.me