Custom Views let you save the exact URL-backed list state you are viewing and pin it to your sidebar.
They work best for repeated daily checks, such as bookings that need attention, invoices waiting for follow-up, or patients with a particular tag.
Save a view
- Open a list page that has URL state to save.
- Apply the filters, search, sort order, or other URL-backed list state you want to keep.
- Click Save View.
circleOS saves the exact URL, including its query string. That means the saved view reopens the same filter, search, and list state that was present in the URL at that moment.
The Save View button only appears when the current page has query parameters to save. A plain list page with no query parameters does not show the button.
Saving a view creates a saved view record and pins it to your sidebar straight away.
After a view is saved, the button changes to Saved View for that exact URL. If you change the filters again, the page can be saved as a different view.
Where saved views appear
Saved views show up in two places:
- Sidebar: for quick access during daily work
- Views: for reviewing existing saved views and pinning or unpinning them
Pinned views are personal. Saving or pinning a view affects your own sidebar, not your teammates'.
Pinned views can also be location-specific. If your workspace uses location switching, changing location can change which pinned views you see in the sidebar.
Edit, pin, or remove a saved view
From the sidebar, open the view menu to:
- rename the view
- change its icon or colour
- remove it from the sidebar
Removing a view from the sidebar unpins it. The saved view itself still exists and can still be found on the Views page.
From the Views page, you can pin or unpin existing saved views, and review when they were created or last updated.
This is useful when a view was only temporary, or when you want to keep the sidebar tidy.
Share a filtered view
If you want someone else to open the same filtered page, copy the link from your browser and share it with them.
That shares the current state in the link, but it does not automatically pin the view for the other person. They can save it themselves if they want it in their own sidebar.
Good everyday examples
- Today’s private-pay bookings
- Unreviewed plans
- Invoices waiting for action
- Patients with a specific tag