Modify an existing filter

I've created a filter based on a date. In the future I will want to change that date. Is there a way to modify a filter without having to delete it?

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  • Hello Marc, thank you so much for your post! 

    It's not possible to modify an existing filter, you'll need to create a new filter with the parameters that you're needing. 

    Thank you!

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  • Jessica, this should definitely be on Insightly's roadmap. It is annoying and time consuming to create a filter and have to start all over because (1) you made an error or (b) you need to update an outdated parameter.

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  • @James - I completely understand how tedious it can be (I use filters myself!) and appreciate your feedback on this!

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  • Yes this is definitely an issue we are confronted with as well

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  • @Aryan - Thank you so much for letting us know! Your feedback on this is appreciated!

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  • I agree. I was just updating one and forgot to share it. Now I have to start over.

     

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