If you have a set of items you view frequently in the Items Table (like Deleted Items), it's helpful to be able to save that set as a view instead of filtering for them every time you need to see them.
Saving Views
To add a view to the Items Table so that it's quick and easy to get to, begin by filtering for the items you want to see. Then click "Show Items."
(For more information in filtering Items, read the article below.)
Once the items are shown in the Items Table, click "Save View" and then "Save as New View" in the top right corner. This will open a modal in which you can add a name for the view and click "Save."
This will add the Category, or Status, or Account, etc. to be added as a quick action view in the row at the top of the screen.
With the view saved, the time it takes to find that particular set of items is much shorter!
Managing Views
If there are views you don't need, or if you need to replace old views with newer ones, click the three dot menu in the top right corner, then select "Manage Views."
This will open a popup from the right side of your screen where you can click and drag the current views to adjust what order they are in. You can also rename the views or remove them!
When the views are adjusted the correct way, click "Save" and the new views will appear as you ordered them!





