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Save Filter Defaults

On the Project and Quote Dashboard, the Save Filter Defaults feature lets you save the current filter panel values as the default filters for a specific Project View. Once saved, those filters are automatically applied every time any user opens that view — no manual filtering required.

Overview

The Save Filter Defaults feature lets you save the current filter panel values as the default filters for a specific Project View. Once saved, those filters are automatically applied every time any user opens that view — no manual filtering required.

This is especially useful for views that always need the same filters, such as a view scoped to a specific project manager, status, or date range.

Note: Filter defaults are saved per view and are shared with all users who have access to that view. When you update the defaults for a view, everyone using that view will see the updated filters applied automatically.

How to Save Your Filter Defaults

  1. Navigate to the Project Dashboard.

  2. Select the View you want to configure from the View dropdown at the top of the page.
    Note: defaults cannot be saved for the default "All Projects" view — you must have a named view selected.

  3. If the filter panel is collapsed, click the Filters button to expand it.

  4. Set your desired filter values — text, date, status, manager, or any available filter fields.

  5. Click the Save as Defaults button, located next to the Search and Clear buttons.

  6. A green confirmation message will appear: “Filter defaults saved successfully!”

Tip: The first time you visit a view that has no saved defaults, a small info bubble will appear next to the Save as Defaults button explaining this feature. Check Don’t show again to permanently dismiss it.

How Auto-Applied Filters Work

Once defaults are saved for a view, Kudurru Stone automatically applies them whenever that view is loaded:

  • Filter fields are pre-populated with your saved values.

  • The search runs automatically — no need to click Search.

  • The filter panel collapses automatically to keep the results grid front and center.

  • An Applied Filters bar appears above the results, making it clear that active filters are in effect.

This behavior applies whether you:

  • Open the Project Dashboard and that view loads as your default view, or

  • Switch to a view with saved defaults from any other view.

To see or modify the active filters: click the Filters button at any time to expand the filter panel.

Updating or Removing Saved Defaults

To update the defaults for a view:

  1. Select the view.

  2. Expand the filter panel.

  3. Set the filter fields to your new desired values.

  4. Click Save as Defaults.

The previous defaults are replaced immediately. All users will see the new filters on their next load of that view.

To remove all defaults from a view:

  1. Select the view.

  2. Expand the filter panel.

  3. Click the Clear button to empty all filter fields.

  4. Click Save as Defaults.

After saving with no filter values, the view will load with no pre-applied filters, the filter panel will remain expanded on load, and the Applied Filters bar will not appear.