Managing Saved Views

Bobbi Jo Eisenreich
Bobbi Jo Eisenreich New Member
Ninth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Grantmaking™ General Discussions

I've made copies of saved views; how do I change the name of the COPY?

Comments

  • Louisa Robinson
    Louisa Robinson New Member
    Fifth Anniversary Kudos 2 Name Dropper Participant

    Hi Bobbi

    You need to have something loaded into the workspace, so just run a quick search or run a saved search.

    Once you have a result loaded into the workspace - you will now see a ‘Managed saved views’ button, somewhere towards the top right of the window.

    Then you can go to your search, click the 3-dots menu (I heard someone call this the meatball button!) and you can then edit settings, and rename.

  • Bobbi Jo Eisenreich
    Bobbi Jo Eisenreich New Member
    Ninth Anniversary Kudos 2 Name Dropper Participant

    Thanks; however, when I click on the 3-dots, I get edit columns, edit settings, copy, delete for options…no rename.

  • Jen Hammerstrom
    Jen Hammerstrom New Member
    Eighth Anniversary Kudos 2 Name Dropper Participant

    Select “Edit Settings” and you should be able to rename on that screen.

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