How to Save the Last Filter?

Published: 2026-10-08 13:30:39

How to Save the Last Filter?

When enabled, each staff member’s last filters on the Customers/Traders and Leads lists are saved and restored after opening a profile and going back. Named Customers/Traders filter templates are also available. Changing this option clears last-filter meta and named Customers/Traders templates for every staff member.

IN THE CRM


1. Go to "Setups" tab in the menu.


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2. Follow up to "Settings".


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3. Press on "Misc" and make your choice in "List Filters".


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3. Press on "Save Settings" to remember your choice


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