Saved Views: Named Column Layouts for Shipment Search

What this does

Saved Views let you save a set of grid columns under a name, pick it from a list to apply it instantly, and set one as your personal default. You can also attach a view to a saved search, so choosing that search restores both its filters and its columns at the same time. Saved Views build on the Customize Columns (gear icon) tool you already use — they just make a column layout named, reusable, and shareable with a saved search.

Keep more than one column layout — for example an "Ops" layout and a "Billing" layout — and switch between them in one click.
Set a personal default that loads automatically when you open the page.
Link a view to a saved search so the right filters and the right columns come up together.
Columns apply in place — the grid updates without a full page reload.

User Guide

Before you start — what you need first

Saved Views are on the back-office domestic Shipment Search page (Shipments → Shipment Search). Company Loadboard, Truckload, and International search work as they do today; Saved Views is not on those pages yet.
Saved Views are personal to your login, the same as saved searches.
You do not need to set anything up first: your existing column choices carry over as a starting default view.

How to save a column layout as a view

Where to go: On Shipments → Shipment Search, click the gear icon to open Customize Columns.

Add, remove, and reorder columns the way you always have (check a column to add it; click the X to remove it; drag to reorder).
Choose Save as new view… and enter a name when prompted. The layout is saved and appears in the view picker.
Choose Update " " to save your changes back to the view you are on.
Choose Save as my default to make the current layout the one that loads automatically. Only one view can be your default at a time — setting a new default replaces the old one.
Names must be filled in and unique — a blank name, or a name that already exists (regardless of capitalization), is rejected and nothing is saved.

How to switch between views

Where to go: Use the view picker in the toolbar, next to the gear icon.

Pick a view from the list and its columns apply immediately, in place — the page does not reload and your search results stay put.
Switching from one view to another swaps the columns each time; the picker shows which view is active.

How to set or change your default view

Where to go: Open Customize Columns (gear icon) on the view you want as your default.

Choose Save as my default. That view now loads automatically whenever you open Shipment Search with nothing else selected.
If you have never set a default, the system uses its standard default layout.

How to delete a view

Where to go: Open Customize Columns (gear icon) and choose the delete option for the view.

You are asked to confirm; the message notes that the grid will fall back to your default view.
On confirm, a success message appears and the view is removed from the picker. Any saved search that pointed at the deleted view simply falls back to your default — nothing breaks.

How to link a view to a saved search

Where to go: In the saved-search save/edit panel (the Saved Searches control at the top of Shipment Search).

Use the View dropdown to choose how columns behave when this search is selected:
- (none) — selecting the search leaves your current columns as they are.
- (use my default) — selecting the search applies your default view.
- A named view — selecting the search applies that view's columns.
Only views for this same grid are offered in the dropdown.
The linked view's name is shown on the saved search, so you know what you will get before you pick it.
Because the search stores a reference to the view (not a copy), editing the view later updates every saved search that points at it.

Tips & best practices

Create a small number of purpose-named views ("Ops View," "Billing View") rather than many near-duplicates — they are easier to pick from.
Set the layout you use most as your default so it loads automatically.
Link your most-used saved searches to a view so filters and columns always come up together.
Sorting is independent of columns: your sort order comes from the saved search and is not changed when you switch column views.

Frequently asked questions

What happens to my current columns the first time I use Saved Views?

Nothing is lost. Your existing column choices become a view named "Default" and are set as your default, so the page looks the same until you decide to change it.

Does picking a view reload the page?

No. Columns apply in place — the grid re-renders without a full page reload and your results stay on screen.

What if I select a saved search that isn't linked to a view?

Your current columns stay as they are. Only searches linked to a named view or to "(use my default)" change your columns.

What happens if a view linked to a search is deleted?

The search falls back to your default view. It does not error.

Can I share a view with my team?

Not yet — views and saved searches are personal to your login today. Team-shared views are a possible future enhancement.

Is this available on Company Loadboard, Truckload, or International search?

Not yet. Saved Views are on the domestic Shipment Search page first; other pages are planned follow-ups. Those pages keep working exactly as they do today.

If something doesn't work

If you don't see the view picker or the Save-as-view actions, confirm you are on Shipments → Shipment Search — Saved Views is not on Company Loadboard, Truckload, or International search yet. Refresh the page once if it still doesn't appear.
If you added a column in Customize Columns, clicked Save, and the grid didn't show it, refresh the page — the column is saved even if it doesn't appear right away. You can also use Save as new view, which applies the layout immediately.
If a saved search didn't change your columns, check its View setting — "(none)" intentionally leaves columns unchanged.
If you tried to save and it silently did nothing, check your connection and try again, then confirm the item shows up in your list before relying on it.
If it still isn't right, contact TAI Support with the page URL and the name of the view or search you were working with.