Creating Saved Views with Containers

This video pertains to clients who are using our container project set up. Please contact support@fotonotes.com if you have questions or are interested in using containers in your web portal.

 1. From your dashboard view, click on the "Properties" type.

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2. Click on "New Search".

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3. Choose your search parameters and click "Search".

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4. You will get back your search results, and to save the View click on the 3 dots and select "Save as new view".

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5. Enter a name for your View and choose who can see the view. Click "Save".

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6. You will see your new saved View under Views on the left column.

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7. To favorite a view, click on the grey star until it turns yellow. This view is now under your favorites on the left column. To remove the favorite, just click on the star again.

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8. To edit your Views and Favorites, click on the 3 vertical dots. Select from "Manage favorite views" or "Manage all views".

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9. You can delete views by clicking the red X and you can re-arrange the views in order by hovering your mouse on the left side and sliding the views up and down.

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