Saved filters let you quickly apply frequently used filter combinations in the Account List in DebtorLogic. You can also set a default view so your most relevant data appears as soon as you open the page.
When to use saved filters
Use saved filters when you want to:
Quickly access a predefined account list based on multiple filters
Avoid repeatedly selecting the same filters
Set a default view tailored to your workflow
How saved filters work
You can create, edit, update, delete, and reuse saved filters from the Account List page.
Creating a saved filter and default view
Open DebtorLogic and go to the Account List.
Select your preferred options from the Filter by section.
Review the applied filters displayed at the top of the list.
Select Save Filter.
Enter a name for the filter.
(Optional) Select Set as my default view.
Click Save.
The filter is now available in your Saved Filters list.
Applying a saved filter
From the Account List, select Saved Filters.
Choose a saved filter from the list.
The account list updates instantly using the selected filter criteria.
Editing a saved filter
For existing saved filters, an edit option appears next to each filter.
Use Edit to:
Update the filter name
Set or remove the default view
Updating a saved filter with additional criteria
When a saved filter is applied, you can:
Add more filters and save the changes to the existing filter
Select Save as New to create a new filter using the current criteria
This is useful when creating variations from an existing filter.
Deleting a saved filter
Open Saved Filters.
Select Delete next to the filter you want to remove.
Confirm the deletion when prompted.
This step helps prevent accidental deletions.
Downloading a filtered account list
After applying any filter or combination of filters:
Select Download CSV to export the filtered account list.