I need to be able to filter a form and save the filtered form. I have data on all clients I have ever worked with however when I am entering data I am only interested in seeing Clients I am currently working with. Is there a way to hide the old clients from the form. I need to keep the data for reporting and dont want to delete it.
Hi Ken,
No, I’m sorry. At the moment there’s no way to save a filter. I would suggest using a Checkmark or a Text field with a pick list, then group by that field so that maybe current and old clients are separated with the current clients being at the top and the older clients at the bottom of the list.
Thanks,
Brendan
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