Clients - Saved Filters

Saved client filter management for personalized client views. Provides CRUD operations for creating, retrieving, updating, and deleting saved client filters. Users can save their preferred client filtering criteria (by manager, partner, associate, status, type, service, etc.) for quick access and reuse. Saved filters are scoped to individual users within a tenant.

OpenAPI Spec

Guides Operations Schemas

GET List SavedClientFilters
Lists the saved client filters visible to the current user within the tenant: their own filters plus any shared with the practice. Requires: ViewAll ...
/tenants/{tenant}/saved-client-filters
POST Create SavedClientFilter
Creates a new saved client filter owned by the current user. Requires: ViewAll on Clients.
/tenants/{tenant}/saved-client-filters
GET Get SavedClientFilter
Gets a specific saved client filter by code. Only filters owned by or shared with the current user are accessible. Requires: ViewAll on Clients.
/tenants/{tenant}/saved-client-filters/{code}
PUT Update SavedClientFilter
Updates an existing saved client filter. Only the owner can update a filter. Requires: ViewAll on Clients.
/tenants/{tenant}/saved-client-filters/{code}
DELETE Delete SavedClientFilter
Deletes a saved client filter. Only the owner can delete a filter. Requires: ViewAll on Clients.
/tenants/{tenant}/saved-client-filters/{code}
PUT Set Menu Order
Sets the order of the current user's saved client view menu entries. Codes must be supplied in display order. This is a per-user preference and does n...
/tenants/{tenant}/saved-client-filters/menu-order
PUT Set Menu Preference
Sets whether this saved client filter appears in the current user's menu. This is a per-user preference and does not affect other users. Requires: Vi...
/tenants/{tenant}/saved-client-filters/{code}/menu