Saved Views
Saved Views are a useful feature that allows users to save a specific set of filters on their contacts list as well as on the list of organizations. This helps users quickly access groups of contacts without needing to reapply the filters each time. Users can create Saved Views for contact groups they frequently need to review or easily add to guest lists.
Purpose of Saved Views
The purpose of Saved Views is to make it easier for users to manage their contacts. By saving a specific set of filters, users can quickly access a pre-filtered group of contacts at any time. This is especially useful for users who frequently need to review or add contacts to guest lists.
How can I create saved views?
There are two steps for creating a saved view in RSVPify. Those steps are the following
Add and apply filters on the contact list (or organization list)
Once those filters are active and in place, choose the 'Save as view' option from the contact list menu:
How do I access my saved views?
Once the saved view with the applied filters is created, it will show up in the navigation menu in the contacts section, along with all the other saved views. It can be accessed at any time simply by clicking on it in the saved views section:
How to star saved views
Saved views will often differ based on their importance and frequency of use. For that purpose, RSVPify offers a 'starred views' section which allows you to highlight those views that will be used more frequently and have them in a more prominent position. A saved view can be starred by going to 'Manage saved views' and clicking the star next to the saved view that needs to be highlighted:
As soon as a saved view is starred, it will move in the left-hand menu from the saved views section into the starred category.
Edit / Deleting Saved Views
To edit or delete a Saved View, follow these steps:
Hide and Show Views
To hide or show a Saved View, follow these steps:
By following these steps, you can easily manage your Saved Views and make your contact management more efficient. If you have any further questions or need assistance, please don't hesitate to contact our support team.