Customizable user views
I'd like to be able to create customized displays for my desktop, orders and other reports so that I can limit the amount sensitive information that is available on screen, such as pricing and order totals. I'd prefer to do this without having to create a new user or globally edit my user settings.
Custom views would work great here! Custom views let you see and sort the data in your system, creating your own table views for Opportunities, Invoices, Products, and other key screens.
All of the views you create live in the View menu so you can choose the view that suits you.
Current remembers your choice of view for your session. You can set a view as your default if you wish, meaning it’ll be remembered across sessions.
Check out: “Custom views”:https://help.current-rms.com/the-basics/categorize-and-sort/custom-views