Release Updates

Planful for Marketing: Enhanced Saved Filter Functionality

This release enhances the Saved Filter functionality, allowing users to combine custom attributes with other filter types seamlessly. The Save Filters button will now be activated when custom field filters are applied alongside regular filters, enabling users to save these combinations like existing filters.

When users access Saved Filters, they will see saved filters that include custom fields listed alongside their other saved filters, making it easy to apply them from the Saved Filters view. The Clear Filters button will continue to function as it does now, ensuring a familiar user experience. Additionally, saved filters containing custom fields will display an edit icon, allowing users to make necessary adjustments.

Previously, users faced limitations when trying to save combinations of custom attributes with regular filters, making it challenging to organize and retrieve specific data sets. With the improved functionality, users can now create and save filters incorporating custom and regular attributes. Custom fields will be displayed alongside regular filters in the Filters tab for easier access. Users can apply custom and regular field values together, enabling more comprehensive data analysis.

This enhancement not only streamlines the filtering process but also allows users to tailor their data views more effectively, resulting in a more customized and efficient data experience.