Z
Zatik
As a customer success team member/manager,
I want to save filters on Hoory as necessary and name them,
so that I can easily apply and reuse them without setting up the same filters repeatedly.
Acceptance Criteria:
  • I can save filters I create on Hoory.
  • I can give each saved filter a custom name for easy identification.
  • I can view and access my saved filters from a dedicated list or menu.
  • I can publicize my saved filters, allowing other team members to access and apply them.
  • I can assign filters to specific groups (e.g., customer success, sales, product) for shared use within departments.
  • I can manage my saved filters (rename, modify, or delete them) through a filter management interface.
Additional Considerations:
  • Filters can be tagged or categorized for easy navigation.
  • Permission levels may be implemented to control who can modify shared or group filters.
  • Predefined filter templates are available for common use cases and can be customized and saved.
Introducing the ability to save, name, and manage filters on Hoory would significantly enhance user efficiency, collaboration, and satisfaction. This feature saves time and boosts productivity by allowing users to access their most-used filters quickly, enabling teams to focus on critical tasks rather than repetitive setups. Making filters public or assigning them to specific groups fosters team collaboration, ensuring consistent workflows and improving data-driven decision-making across departments. Personalized filter management also tailors the platform to individual user needs, increasing engagement and retention. These capabilities help streamline user workflows, offer a more intuitive experience, and ultimately improve customer satisfaction, making Hoory more competitive in the market and supporting long-term growth.
2 days ago