Focus on what matters—your data, your way.
Clients can now save custom views in the Recipients Table, including selected columns and applied filters. This means you can instantly return to your preferred layout, without re-applying filters or rearranging columns each time.
What this means for you:
Save recipient filters: Keep your chosen filters ready to use next time.
Choose your columns: Display only the fields that matter to your workflow.
Streamlined workflow: Quickly switch between different saved views for reports or reviews.
Consistent visibility: Ensure your team sees the same data setup every time.