Smart view suggestions and improvements

Using customer feedback we've been improving how our grid views work, improved favorites, added a new rolling date filter, and ​ introduced some smart view suggestions.

Favorites are easier to use for first timers, now show which section they were from in the sidebar. You can pin and reorder favorites, and also add them from the views menu.

We've renamed "View settings" to "Display options" to more clearly indicated you can change what's displayed (choosing columns, display and sort), and reorganised the interface a bit for clarity, with Display options moved next to the filter button.

We've added some rolling date filters - perfect if you want to check engagement in the last ​ 90 days for example. Currently just in contacts, we plan on rolling these out to other grids.

Views are just saved combinations of filters, sorting and column selection for reuse, shared across your team.

We had some hardcoded preset views, but they weren't useful for all users. We've removed these from the top bar, and moved into the add view form.

When creating a new view, you now have the option of a library of preset suggestions (currently divided by Engagement and Clean up categories).

Simply choose a preset and tailor to suit (like adding tags to filter) and save/favourite your view for later.

Have a play with the new presets as a starting point, and if there are any other presets you'd like to suggest, contact us via our normal support channels - we are always open to suggestions!