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Create and Manage Views

Save frequently used order filters as views so you can quickly access, update, and organize them anytime.

Written by Daniela

Views let you save frequently used order filters so you can quickly return to the orders you need.

Each view can have its own name and color. You can also pin your most-used views so they remain visible at the top of the Orders page.

Create a new view

  1. Go to the Orders page.

  2. Click Filter.

  3. Select the filters you want to save.

  4. On the right side of the page, click the Views dropdown.

  5. Click Save to new view.

  6. Enter a name for the view and choose a color.

  7. Click Save changes.

Your new view will appear in the bar at the top of the Orders page. Click it anytime to apply its saved filters.

Update a saved view

You can update an existing view whenever you want to change its saved filters.

  1. Click the view you want to update.

    Our example:

  2. Add, remove, or change the filters.

  3. Click the Views dropdown.

  4. Click Update current view.

The view will now use your latest filter selections.

Pin or unpin a view

Pin the views you use most to keep them easy to access in the bar at the top of the Orders page.

  1. Click Views.

  2. Find the view you want to pin or unpin.

  3. Click the pin icon beside the view to pin or unpin.

Pinned views will appear in the top bar. Unpinned views will remain available in the Views menu but will no longer appear in the bar.

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