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Saved views and filters

Why this matters

Search and filters covered how to create a basic filter. This page goes further: how to organize your saved filters, when to share them with the team, and how to leverage configurable columns and default sorting.

A filter = conditions + columns + sort

A saved filter in ImmCase doesn't just remember conditions. It also saves:

  • The columns shown (which fields appear in the table).
  • The sort (which column to order by, ascending or descending).
  • The view mode (table, cards, or kanban).

That's why the same module can have very different filters: "Urgent cases this month" in kanban, "Overdue collections" in table with financial columns, "New applicants" in cards with photos and key data.

Filter types

  • Private — only you see them. For your personal routines ("my open cases", "my collections this month").
  • Shared — the whole practice sees them. Useful for standard team views ("cases in submission stage", "invoices overdue 30+ days").
  • Default (configured by an administrator) — the first thing you see when you enter the module.

When creating a filter, tick Share if you want your team to see it. Your administrator can promote a shared filter to be the module's default.

Edit and delete saved filters

  • Edit your filter: open it, adjust conditions/columns/sort, Save. Overwrites the existing filter.
  • Create a variation: open it, adjust, pick Save as new with another name.
  • Delete: filter menu → Delete. You only delete your own filters — shared ones are managed by whoever created them or an administrator.

Column keyboard shortcuts

On each column header:

  • Click — sort ascending; second click, descending.
  • Right-click (or context menu) — column options: hide, pin, adjust width.
  • Drag — reorder columns.

These changes apply to your current view. To save them permanently, overwrite the filter.

Case Recommendation
One-off lookup of a single record Search
Several times a day, same criteria Private saved filter
The whole team needs it Shared saved filter
First thing someone should see on the module Default filter (admin)

Watch out for

  • Shared filters can clutter. If someone creates one with an unclear name, the team gets confused. Use descriptive names: "Active PR Express cases" beats "new cases 2".
  • The default filter is the first thing the user sees. If your administrator set one too restrictive, new users think the module is empty. Report this if it happens.
  • Deleting a shared filter affects the team. Before deleting, ask if anyone uses it.

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