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Recommendation for
Acme CRM
Feature to build
Saved Views for
Power Users
Based on
High friction in repetitive filtering tasks
Power users feel the tool is 'slow' due to click-depth, not latency
Sales Ops needs shared visibility into team pipelines
The Shift
User logs in
User clicks 'Deals' tab
User clicks 'Filter' → 'Region' → 'Select NA'
User clicks 'Filter' → 'Segment' → 'Select Enterprise'
User clicks 'Filter' → 'Close Date' → 'Select This Quarter'
User finally sees the data they need
User logs in
User clicks 'Enterprise Q3' from the sidebar 'Saved Views' list
User instantly sees the data they need
You are an expert React/Node engineer.
CONTEXT:
We are building 'Saved Views' for our CRM.
GOAL:
Allow users to save their current filter configuration and access it later from the sidebar.
TECHNICAL SPECS:
- Stack: React, Tailwind, Node, Postgres
- New Entity: SavedView { id, name, filters: JSON, userId }
IMPLEMENTATION PLAN:
1. Create the schema in `shared/schema.ts`.
2. Add the API routes in `server/routes.ts`.
3. Create the `SavedViewsList` component in the sidebar.
4. Add a `SaveViewButton` near the filters.
CONSTRAINTS:
- Do not break existing filter logic.
- Ensure the URL updates when a view is selected.
Start by creating the schema.The new standard in product development.
Engineering got Cursor.
Product teams get Steve Jobz.