- This can be done from any list - Chart of Accounts, Customer, Vendor, etc.
- Go to Chart of Accounts
- Enter a Filter - such as Date Filter
- In the Filter dropdown area, there is a Views option at the bottom
- Select Save View As...
- The system will ask for a Name - the system defaults the name of the list you are on. I add the filter at the end
- The system asks where you what Activity Group you would like to place it in
- The next time you log in you will see the Saved View in the Activity Group
Views:
Keywords: Save View As, Lists, Dynamics NAV