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Locked views for each person's records
Set a person's lists, search and calendar to their own quotes, jobs, invoices and clients, or allow the list while restricting other records. The user cannot unlock their own view.
Open video ↗Different users need different slices of the same shop records. SlabOS saved views organize columns and filters for tasks such as reviewing quotes or checking active jobs. This complements the public platform and CRM story by explaining how a team can focus its workspace without treating a filtered list as the complete database.
Save the list view your role needs
Filter the quote list, keep the columns that matter and save the view; set it as your default and it opens first every time, while each role keeps its own view and sharing a view never shares access.
Read the clip: text and visual description
SlabOS - Save the view your team uses (transcript of all on-screen information; the video has no voice-over)
Same filters. Every morning?
A crowded quote list in SlabOS: Quotes, Standard View, ten columns.
Keep what matters.
Quotes, Customize, Display Fields. The list starts with Account Name, Quote Name, Created Date, Quote Status, Current Revision, Price List, Email Delivery, Email Viewed Date, Salesperson and Location.
Created Date, Current Revision, Price List, Email Delivery, Salesperson and Location are removed. Total is added and dragged up beside Quote Status. Valid Until is added.
The list now shows Account Name, Quote Name, Quote Status, Total, Email Viewed Date and Valid Until.
Filter it.
Filter: Quote Status is not Won. The list goes from 10 quotes to 7.
Filter: Total Value at least 5000. The list goes from 7 quotes to 4.
(The four open quotes left are $7,480 Sent, $9,640 Draft, $6,210 Viewed and $8,875 Sent.)
Save the view.
Apply View. Use temporarily, or Save as a view. Save as a view is chosen.
View name: Open quotes 5K+.
Visibility: Shared with team, or Just me. Just me is chosen.
Set as my default view is ticked.
Save & Apply.
Saved.
The quote list now reads: Quotes, Open quotes 5K+ (2 filters).
Leave. The user goes to Jobs, Standard View.
Come back. The quote list returns with the saved view.
Still set. My default: opens first for you.
A view for every role.
Estimator: Quotes, Open quotes 5K+, Just me (my default).
Office: Jobs, filter Material Status is not Received, saved as Stone not in yet, Shared with team.
A view is not a permission.
Sharing a view never shares access.
SlabOS. Save the view your team uses.
slabos.com - Book a demo.
Inputs this workflow uses
A record list, relevant display fields and the user's filtering needs.
Outputs to evaluate
A reusable view of the underlying records.
A representative demonstration
Show an estimator's open-quote view and an office job-status view with their filter scope visible.
Bring a representative job to a SlabOS demo and see how this capability fits your shop’s work.
Scope and availability
Hiding a column or filtering a list does not change the record or create an access-control boundary.
Product context and useful resources
- Features
Place this capability within SlabOS estimating, production, inventory and office work.
- Pipeline & CRM
Connect the workflow to sales ownership, opportunities and follow-up work.
- Tour
See the platform in the context of a shop workflow, from setup and estimating through the job.
Related workflow articles and reports
- Salesperson dashboards and follow-up
- A calendar built around shop activities
- Role-based permissions across the shop
SLABOS IN MOTION 01 FILMS
SEE THE WORKFLOW.IN MORE DETAIL.
A closer look at the decisions, details and handoffs that make the work happen.
Choose a film to play Explore the collection →