Save a People view you use often

Set up a filtered People list once — for example “Lakewood members who owe” — and save it with a name. It appears on the left of People every time.

Who does this: Office staff4 steps

1
Set the filters
On People, search and use “Filters” until the list shows exactly the people you want.
Filter the list first.
2
Name and save it
Above the list, type a name in “Name this view…” and click “Save view”. (These boxes appear only once something is filtered.)
Name the view and click Save view.
3
Open it later
Your views are listed under “Saved views” on the left. Click one to open it — it always shows the people who fit today.
4
Remove a view
Move the mouse over the view's name and click the × that appears.

Tips

Built-in views like “Gave last year, not yet this year” and “Owes on a commitment” are already on the left.
Saved views can be used as the audience in Outreach and for call lists.

I don't see “Save view”.

It only appears once a search or filter is active. Filter the list first.

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