4.90 - Preset Views - what you need to know

Configurable columns, filters and preset views are being introduced in version 4.90. If you are already using Brightpearl then you will need to learn about how these changes will affect some existing features and the actions we recommend that you take before and after your account is upgraded.

Watch the video

Read more about configurable columns, filters & preset views in our support documentation

Summary of recommendations:

Before the upgrade to 4.90:

  • Suggest each user takes a screenshot of the My Preferences settings for contacts and sales lists.

After the upgrade to 4.90:

  • Use the screenshots of the My Preferences settings to reformat and create preset views for Sales and Contacts screens
  • Ensure every user, who needs to, saves Sales Detail data map filters as presets. The data map filter will be removed after 4.90
  • Double check that Favourites are working as expected

My Preferences

Up until now you have been able to customise the columns on your contacts and sales lists by using My Preferences. This method will no longer be available in 4.90 as it is replaced with this new method of using configurable columns. When your account is upgraded to 4.90 you will need to reformat your contacts and sales listings - the columns in My Preferences will not be transferred. We recommend that you make a note of the columns you are currently using so that you can easily create a new preset for those screens.

Recommendation : Before the upgrade to 4.90, suggest each user takes a screenshot of the My Preferences settings for contacts and sales lists. After the upgrade to 4.90, use these screenshots to help create preset views for those screens.

Sales detail

It has been possible to customize columns on the Sales Detail report by using the data map filter. This method of customization is being replaced with the new method of configuring columns directly within the filters. However, you will still find the data map filter available in version 4.90 - this will allow you to save your data maps as new preset views instead of manual formatting. To save a data map as a preset view simply filter the Sales Detail by the data map to view the results, then go back into the filters and click to save as a new preset.

Recommendation : After the upgrade to 4.90, save your Sales Detail data map filters and presets. This will need to be done by every user who needs access to the view as preset views won’t be sharable in 4.90. The data map filter will be removed after 4.90.

Favourites & bookmarks

The introduction of these new features means that some of the URLs for your Brightpearl screens will have changed. These URLS are used by your Brightpearl Favourites and by any browser bookmarks you might be using which take you directly to a screen. We will be auto-fixing your Favourites to ensure as far as possible that these continue to work. However, we are not able to correct any bookmarks you are using with your browser. We recommend that after the upgrade to 4.90 that you take a moment to double check that your Favourites links are working as expected and make any needed updates.

Recommendation : After the upgrade to 4.90 double check that your Favourites are working as expected.

Detailed column & filter changes

As part of these changes you’ll find many more filters and columns available across the Sales, Purchases, Sales Detail, Purchase Detail, Customers, Suppliers and Sales Analysis by Product screens. You can download a detailed list of these changes here:

Download detailed list of 4.90 column & filter changes

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