Creating and Managing Custom Views in Simvia

Custom views help you organise your lists in a way that matches your workflow. By applying filters and saving them as views, you can quickly switch between different filtered lists without having to reapply filters each time.

Custom views can be used on pages such as Organisations and Products.

Custom views are saved automatically and remain available the next time you log in.

Important: Custom views are saved per user. This means that another person accessing the same account with a different email address will need to create their own custom views. Views are not shared across users within the same company account.

Why use custom views?

Custom views allow you to:

• Group organisations or products based on your own criteria

• Quickly access frequently used filtered lists

• Maintain a clear overview when managing large amounts of data

They are especially useful when working with suppliers, buyers, products, or organisations in different stages or categories.

Creating a custom view

To create a custom view:

1. Open the Organisations or Products page from the top menu

2. Click the plus (+) icon next to the All view

3. Apply the filters you want to use

4. Save your changes

The filtered result is saved as a new custom view.

Managing your custom views

Once a custom view is created, you can manage it directly from the view menu.

Right-click on a view to:

• Rename the view

• Duplicate the view

• Delete the view

This allows you to refine your views over time or create variations for different use cases.

Using custom views effectively

Custom views are designed to support day-to-day work. Switching between views instantly updates the list based on your saved filters.

Because custom views are saved automatically, you do not need to recreate them each time you log in.

Using custom views helps you quickly navigate between different groups of organisations or products, keeping your lists organised and easier to manage.