Filter Updates

This week we expanded the use of the latest filter and saved view features to other pages. Additionally, some visual cleanup was done to prevent the filter buttons to appear cut off for customers with smaller screens.

Saved view support added this week

• Agency
• Contacts
• Financials

Keyword search support added

• Contacts
• Agency
• Activities

Save dynamic dates in saved views

Save date filters like the Activities page date range. We will be rolling out saving date filters to more pages in the future.

A cleaner financials quick view page

Access your finacial data even faster using the all new saved views feature on the Financials Quick View page. Additionally, we did some cleanup to make the information on the page easier to read. 

Bug fixes and other cleanup

We've made a number of performance improvements and bug fixes to make Efficio better for you.

• Home page financials station filter was not displaying correctly.
• Corporate performance display issues resolved.
• Mobile menu now works better after recent product rebranding changes.
• Financials page now includes a title for the budget overview section.