Setting up new Filter in new Insightly

I am attempting to set up a filter of my contacts in the new Insightly and the "filter" icon is not usable when I have all of the contacts pulled up and there are a few lame filter lists under all contacts but no way of setting up new ones.

What am I missing?

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2 comments

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Everett M.
February 28, 2018 19:09

Hi Keith,

It sounds like you're trying to edit one of our "Standard List Views", which are setup with permanent filters that can't be adjust.

You'll want to create a "New List View" for whichever record (Tasks, Contacts, Organization, Leads, Opportunities, Projects) you're viewing in order to apply custom filters.

Hope that helps!

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Alanna R.
March 01, 2018 00:00 (Edited March 01, 2018 00:00)

We received a reply from Keith.

Keith Napier Today 11:30

It does thank you.

Keith Napier

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