A perfect and quick way to gain access to the relevant data in FreeAgent CRM and what a better way to do so that on the go using FreeAgent CRM's mobile app.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
Open the menu to gain access to all your Apps. Select the desired one and then click on the magnifying glass on the top right corner to display the search box.
Tap the search box as if you were looking to write something. This will bring up all your existing Saved views. Select your Saved View.
Right next to 'Filter by' a pink label with your Saved View's name will appear. This indicates that the Saved View is currently active, so the information you are seeing represents that of the Saved View.
To close the Saved View, simply click on the 'X' on the right side of the label. This will remove the current Saved View and display all your information.