Saving filter selections in lists

Partnerplace allows you to save your filter selections and table configurations as named searches. This feature saves time by letting you quickly restore commonly used filter combinations without manually reconfiguring them each time. Saved searches are available on both Lead List and Partner List pages.

What Gets Saved

When you save a search, the following settings are preserved:

• All active filter selections - Which filters you applied and their values
• Table configuration - Which columns you had enabled or disabled

This means clicking a saved search instantly restores both your view (which columns) and your filter criteria (which records).

Saving a Search

Step-by-Step Guide

1. Configure your view:
   • Open Table Configuration and enable the columns you want
   • Apply the filters you need (Partner, Status, Custom fields, etc.)
   • Verify the list shows exactly what you want to save
2. Click Save search:
   • Locate the Save search button (appears near the Reset Filters button)
   • Click the button to open the save dialog
3. Configure the saved search:
   • Search name: Enter a descriptive name (e.g., "GLPI Support", "High Value Leads", "Active Partners")
   • Visibility: Choose who can see this saved search:
     • Visible only to me - Only you can see and use this saved search
     • Visible to all of my users - All users in your organization can see and use it:
       • For vendors: All Partner Managers and Users can access it
       • For partners: All Users of the partner organization can access it (Lead List only)
4. Save:
   • Click the Save button (blue button on the right)
   • Or click Cancel & Discard to exit without saving

After Saving

Once saved, your search appears in the Saved searches: section within the Table Configuration panel. You'll see:

• The search name you entered
• An X button to delete the saved search

Using Saved Searches

Applying a Saved Search

1. Open the Table Configuration panel
2. Locate the Saved searches: section at the top of the panel
3. You'll see a list of saved searches:
   • Searches you created (visible only to you)
   • Searches shared by other users in your organization (visible to all)
4. Click on the name of the saved search you want to apply
5. The system immediately:
   • Applies all the saved filter selections
   • Restores the saved table configuration (enabled/disabled columns)
   • Updates the list to show matching records

What Happens When You Apply a Saved Search

Applying a saved search:

• Clears current filters: Any filters you had active are replaced with the saved filter set
• Updates column display: Your table configuration changes to match the saved configuration
• Refreshes the list: The list updates to show records matching the saved criteria
• Shows active filters: You can see which filters are now active from the saved search

Managing Saved Searches

Viewing Your Saved Searches

To see all available saved searches:

1. Navigate to your Lead List or Partner List
2. Click the Table Configuration button
3. Look at the Saved searches: section at the top

If you don't see any saved searches, this section may not be visible, or no searches have been created yet.

Deleting a Saved Search

1. Open the Table Configuration panel
2. Find the saved search you want to delete in the Saved searches: section
3. Click the X button next to the search name
4. The saved search is immediately removed

Who Can Delete Saved Searches?

• Personal searches (Visible only to me): Only the creator can delete
• Shared searches (Visible to all of my users): Typically only the creator or administrators can delete, depending on your organization's permissions

Editing Saved Searches

Partnerplace does not currently support editing saved searches directly. If you need to modify a saved search:

1. Apply the saved search you want to modify
2. Make your changes to filters and table configuration
3. Save it as a new search with a different name
4. Delete the old saved search if no longer needed

Visibility Options Explained

Visible Only to Me

When to use:

• Personal workflow filters you use regularly
• Custom views specific to your responsibilities
• Test or experimental filter combinations
• Searches that wouldn't be useful to others

Benefits:

• Keeps your personal searches organized without cluttering others' views
• Allows experimentation without affecting team members
• Quick access to your frequently used filters

Visible to All of My Users

When to use:

• Standard searches your team uses regularly
• Reporting views that multiple people need
• Onboarding shortcuts for new team members
• Compliance or audit-related filters

Benefits:

• Ensures consistency across your team
• Saves time by providing ready-made views
• Facilitates collaboration and standardization
• Reduces training time for new users

Who sees shared searches:

• Vendors: All Partner Managers and Users within your vendor organization
• Partners: All Users within your partner organization (applies to Lead List only)

Use Cases and Examples

Lead List Saved Searches

Example 1: High-Value Open Leads

Scenario: Sales team needs to focus on leads over $10,000 that are still in the pipeline.

Configuration:

• Filters: Status = "New", "In Progress"; Estimated Value > $10,000
• Columns: Lead, Partner, Estimated Value, Stage, Last update
• Name: "High Value Open Leads"
• Visibility: Visible to all (so entire sales team can use it)

Example 2: Partner-Specific Pipeline

Scenario: Account manager needs to quickly view all leads from a specific partner.

Configuration:

• Filters: Partner = "Acme Corp"
• Columns: Lead, Status, Stage, Estimated Value, Created at
• Name: "Acme Corp Leads"
• Visibility: Visible only to me

Example 3: Support Tickets Filter

Scenario: Support team tracks leads related to support requests using a custom field.

Configuration:

• Filters: Custom field "Lead Source" = "Support Ticket"
• Columns: Lead, Partner, Status, Custom1 (Lead Source), Created at
• Name: "Support"
• Visibility: Visible to all

Partner List Saved Searches

Example 1: Active Partners by Region

Scenario: Regional manager needs to view active partners in their territory.

Configuration:

• Filters: Country = "Germany"; Status = "Active"
• Columns: Partner, Manager, Tier, Leads, Revenue Won
• Name: "Active Partners - Germany"
• Visibility: Visible only to me

Example 2: Top Tier Partners

Scenario: Executive team wants to monitor top-performing partners.

Configuration:

• Filters: Tier = "Platinum", "Gold"
• Columns: Partner, Manager, Tier, Leads, Revenue Won, Last update
• Name: "Top Tier Partners"
• Visibility: Visible to all

Best Practices

Naming Saved Searches

• Be descriptive: Use names that clearly indicate what the search shows (e.g., "Q1 2026 New Leads" not "Search 1")
• Include key criteria: Mention the main filter in the name (e.g., "High Value - Germany")
• Use consistent naming: Establish a naming convention for your team (e.g., always start with category or region)
• Keep it concise: Aim for names that fit in the display area without truncation
• Avoid special characters: Stick to letters, numbers, spaces, and basic punctuation

Organizing Saved Searches

• Limit personal searches: Only save filters you use at least weekly
• Coordinate shared searches: Discuss with your team which searches should be shared
• Delete outdated searches: Regularly remove searches that are no longer relevant
• Document complex searches: For shared searches with complex criteria, document the purpose in team notes

When to Save vs. Not Save

Good candidates for saving:

• Filters you use daily or weekly
• Complex filter combinations that take time to set up
• Standard reporting views
• Compliance or audit filters
• Team collaboration filters

Don't save:

• One-time searches
• Simple single-filter searches (faster to reapply manually)
• Time-sensitive searches that will become irrelevant (e.g., "January Only")
• Experimental or test filters

Visibility Strategy

• Start personal: Create searches as "Visible only to me" first to test them
• Share proven searches: Once a search proves valuable, recreate it as shared
• Limit shared searches: Too many shared searches can clutter the interface
• Get team buy-in: Consult with team members before creating shared searches
• Review periodically: Quarterly, review which shared searches are actually being used

Troubleshooting

1. Saved Search Doesn't Appear

Issue: You saved a search but don't see it in the Saved searches section.

Solutions:

• Refresh the page to ensure the latest data loads
• Verify you're on the correct list (Lead List vs. Partner List)
• Check if you're logged in as the same user who created the search
• If it was a personal search, confirm you're not viewing from a different account

2. Saved Search Shows Unexpected Results

Issue: Clicking a saved search shows different results than expected.

Possible causes:

• Data has changed: Records may have been updated, deleted, or added since the search was created
• Filter criteria still relevant: The saved search is working correctly, but the underlying data changed
• Multiple searches with similar names: Verify you clicked the correct saved search

Solutions:

• Check which filters are active after applying the saved search
• Verify the filter values still match your expectations
• If needed, delete and recreate the saved search with updated criteria

3. Cannot Delete a Saved Search

Issue: The X button doesn't appear or doesn't work for a saved search.

Solutions:

• Check permissions: You can only delete saved searches you created (for personal searches) or have admin rights for (shared searches)
• Verify your role: Some organizations may restrict who can delete shared searches
• Contact administrator: If you need to remove someone else's shared search, contact your system administrator

4. Saved Search Not Visible to Team

Issue: You created a search as "Visible to all" but team members can't see it.

Solutions:

• Ask team members to refresh their browser page
• Verify they're looking in the correct list (Lead List vs. Partner List)
• Confirm they're part of the same organization (vendor or partner)
• Check if they have the necessary permissions to view that list
• For partner users, remember saved searches only apply to Lead List

5. Too Many Saved Searches

Issue: The Saved searches section is cluttered with too many options.

Solutions:

• Delete searches that are no longer used
• Review with your team which shared searches are still relevant
• Consolidate similar searches where possible
• Establish guidelines for when to create new saved searches
• Use more descriptive names to make it easier to find the right one

If you continue to experience issues after trying these steps, please contact Partnerplace support for further assistance at support@partnerplace.comWhen contacting support, please provide:

• A detailed description of the issue
• Steps to reproduce the problem
• Any error messages you've encountered
• Your account information (username/email)

This will help the support team address your concerns more efficiently.