Users are now able to define the viewable columns and save their report views (columns) for the following reports and sections:
My Pipeline
Marketing Report
Sales Manager Report
Real Estate Agent Report
Email Report
My report
inFlow
Quick Guide
Detailed User Guide
Go to one of the sections or reports above
You will now see a new set of icons in the right corner of the report
Open the Report column select tool and choose the columns you want to set as your Saved View
Select the “Save View” icon on the report
It will save your view for future use
If you leave the report or logout of Insellerate, the next time you visit the report and want to see your view, just select the “”Load Saved View” icon and your saved view will appear
If you want to permanently clear your saved view, just select the “Clear View” icon and the view will return to the Default View
You can save a new view anytime by repeating the steps above