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Learn more about filters, saved views, and custom columns, which allow you to sort and organize your Orders in Rose Rocket
Filters
Filters are a great way to show only the Orders you need at a particular moment. If you are only looking for Orders that match certain criteria, applying a filter will allow you to sort out those Orders and momentarily disregard the rest.
Note: Filters are meant to be temporary, so once you leave the page they will no longer apply to your Orders module. If you want to come back to the same information at another time, you can save your filter by adding it as a Saved View
To filter your Orders in Rose Rocket, click the + Add Filter button located above your Orders
A menu will appear where you can select the type of filter you would like to apply. Feel free to use the search bar here to look up which filter you wish to apply
This filter will be added to the list of existing filters, and your Orders module will now only display what matches your selected criteria
Tip: To remove a filter, simply click the x to the right of it and your Orders module will return to its default display
Personal Saved Views
Saved Views are a quick and easy way to access saved searches. They can be used to quickly pull up search results for a list of specific Orders that meet certain criteria which you may need to access more than once.
Note: Unlike organizational saved views, which can be viewed by your entire team, personal saved views are just for you! If you want to create a saved view that all your team members can see, skip to Organizational Saved Views.
To create a Saved View, first apply the filters with which you wish to sort your Orders. This can be done by following the steps mentioned above under Filters
Once this is done, you can save this view by clicking Save As in the top right corner
A pop-up window will appear where you can give your Saved View a name. Make sure you've selected Only visible to me to keep this Saved View private to your account, and then click Save
Your Saved View will now appear as a tab in the Orders module. Click this tab to navigate to your Saved View and review only Orders that match your set criteria
You can update your Saved View at any time by clicking the triangle icon next to the title
Organizational Saved Views
Organizational Views are predefined list filters that can be applied across an organization within Rose Rocket. Using this feature, you can create simplified workflows unique to your business, so your team can easily navigate to the information they need.
Note: These Saved Views can be accessed by anyone on your team. To create a Saved View that only you can see, continue reading about Personal Saved Views above
To create a Saved View, first apply the filters with which you wish to sort your Orders. This can be done by following the steps mentioned above under Filters
Once this is done, you can save this view by clicking Save As in the top right corner
A pop-up window will appear where you can give your Saved View a name. Make sure you've selected Visible to everyone in my organization to ensure all team members can access this saved search, and then click Save
Your Saved View will now appear as a tab in the Orders module. Click this tab to navigate to your Saved View and review only Orders that match your set criteria
You can update your Saved View at any time by clicking the triangle icon next to the title
Tip: If you are unable to create a Saved View for your team, contact your Rose Rocket Admin or Manager, as these users types are currently the only ones who can create Organizational Saved Views
Update: We have renamed Quick Filters to Views on all modules with lists in Rose Rocket. Views are used to filter for specific criteria in a list like Organizational Views, but are not applied across an organization.
Custom Columns
In addition to filters, you can now customize and save columns within a Saved View to ensure you are always getting the most relevant list information. This feature is available in the Orders, Invoices & Bills, and Planning modules.
In Default View, use the column icon to set the default columns for your list. When columns are saved in the Default View of a page, all new and existing Views will update with the default columns unless otherwise customized. Here's what customizing default columns look like in the Orders page:
You can further customize columns within each View, which will not be overridden by default columns. When custom columns are saved in a View, the changes will override any default columns previously set.
This workflow is applicable for saving columns within Views in the Orders, Planning, and Invoices & Bills module. Here's what it looks like: