Creating New Views
Kierstin Helms avatar
Written by Kierstin Helms
Updated over a week ago

Users can opt to create custom views by utilizing the filter functions. Whether the User is working on the Discovery page, Rules page, or Websites page, there will be Quick Filters and Advanced Filter options.

Red Dot: Unsaved Changes

When new filters have been applied, a red dot will appear next to the modified View.

A vertical ellipsis will appear when hovering over the red dot and when selected will allow the User to save or discard any changes made. If changes are saved, the system will prompt the User to give the new View a name.

(Tip: It is recommended to Duplicate Tab and Rename the copy. This will keep the original View in Favorites and will not move it to Saved Views.)

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