Within Teamwork CRM, you can create, save, and share your own custom filters.
Custom filters are available in any area of your site that supports filtering. You can access the filters pane via the filter button in the top right of the relevant area.
The filters pane will open on the right-hand side. Go to the Filter tab and select the Switch to advanced filter option at the bottom of the panel.
The filter options available will change depending on the area of the site you are viewing. For example, when viewing the Leads area of you site, the filter conditions will be based on lead properties.
Advanced filtering allows you to use Match all or Match any results matching custom conditions.
You can also add your custom selection as a saved filter by clicking Save.
You will be required to enter a filter name before saving the filter. You can also set a description and choose whether to share the filter with other members of your company.
If you are saving a filter while in board view, you will have an additional option to show columns in list view. This allows you to show the set of columns currently being viewed when the filter is used in list view.
To save your filter, click the green Save button.
For more information, see: Managing Saved Filters