Setting Up Quick Views for Faster Access

Setting Up Quick Views for Faster Access

Overview

This article will guide you through setting up and using Quick Views on the Meritto mobile app. Quick Views allow you to save frequently used filter combinations as named views on your Lead and Application listing pages, so you can instantly access the records that matter most to you without having to re-apply filters every time. You can also set a default view that loads automatically every time you visit a listing page, making your workflow faster and more focused.

Plan & Permissions

To use Quick Views, you need access to the relevant listing pages. The following permissions are required:
Module
Permission Name
Description
Leads
Leads Manager > View Leads
Allows you to view the Leads module and configure swipe actions for the Leads listing.
Applications
Application Manager > View Applications
Allows you to view the Applications module and configure swipe actions for the Applications listing.

Step-by-Step Instructions

Creating a Saved View

Step 1: Navigate to either the Lead Listing or Application Listing page.
Step 2: Tap the filter button () on the top-right corner of the page to open the Advanced Filter page.
Step 3: Set up your desired filter conditions on the Advanced Filter page.
Step 4: Once your filter conditions are ready, tap the Save Filter button on the bottom-left corner of the page.
Step 5: A dialog box will appear. Enter a name for your saved view.
Step 6: If you want this view to load by default every time you visit the listing page, check the Set as Default checkbox before saving.
Step 7: Tap Save to create your saved view. It will now be available for quick access from the listing page.

Accessing Your Saved Views

Step 1: Navigate to the Lead Listing or Application Listing page.
Step 2: Just below the page header, you will see a dropdown. Tap on it to see the list of all saved views available to you, including views you have created and views that have been shared with you.
Step 3: Tap on any saved view from the list to apply it. The listing will update instantly based on that view's filter conditions.

Note
  1. A star icon (⭐) against a saved view indicates that it is your default view. This view will be applied automatically every time you visit that listing page.
  2. The sharing feature for saved views is only available on the web platform. You cannot share a saved view directly from the mobile app.

Points to Keep in Mind

  1. Saved views are available on both the Lead Listing and Application Listing pages only.
  2. You can set one saved view as your default view per listing page. The default view will be applied automatically every time you visit that listing page.
  3. Saved views created by other users can be shared with you from the web platform and will be visible to you on both the web platform and the mobile app.
  4. You cannot share a saved view directly from the mobile app. Sharing is only available on the web platform.
  5. If a saved view is based on filters that reference data you do not have access to, the results may differ from what the creator of the view sees.

Conclusion

Quick Views on the Meritto mobile app help you cut through the clutter and get to the records you need without repeatedly setting up the same filters. By saving your most-used filter combinations and setting a default view, you can keep your listing pages focused and your workflow efficient, whether you are working independently or collaborating with your team.

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