How to filter clients by open roles
Ticketclosed
Grisedale Search & Selection · How to filter clients by open roles
Nadia asked if the brain could be configured to show only clients with open roles as the default view for new consultants. Bethan provided instructions to filter by active roles and set as the default page.
Priority normal
What happened
What this says
As at Fri 9 Oct 2026Nadia asked if the brain could be configured to show only clients with open roles as the default view for new consultants. Bethan provided instructions to filter by active roles and set as the default page.
Problem: Nadia wanted consultants to see only clients with active roles as their default landing page. Handling: Bethan explained how to use the Accounts page filter for active roles and save it as default. Result: Feature worked as requested.
Details
Updated 9 Oct 26Prioritynormal
Statusclosed
Categoryhow_to
Channelemail
First response (min)291
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created · Nadia Bashir 13 Nov 2024 15:39Hi, is there a way to filter the client list so consultants only see those with active open roles? We'd like to make it a default view so everyone sees it when they log in. Thanks- Public reply · Bethan Lister 13 Nov 2024 20:30Hi Nadia, just so I've got this right, you want to show consultants only the clients with open roles they're currently working on? Yes, you can do that. Go to the Accounts page and use the filter for active open roles. Let me know what you see.
- Public reply · Nadia Bashir 15 Nov 2024 09:50Perfect, that's working great! Can we save that as a default view so consultants see it automatically?
- Public reply · Bethan Lister 18 Nov 2024 13:42Absolutely. Once you've set up the filter, there's a save option at the top. Click that, give it a name, and select 'Set as default'. Then consultants will see it first when they open the page. Can you try that and let me know if it works?
- Status change · 1 Dec 2024 23:59
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