Skip to main content

Search

Smart filters and custom views Follow

Filters are available on all the list views across all modules - Contacts, Companies, Activities, and Deals.

Filter records - Contacts

  • Go to Contacts
  • Select a view from which you would like to filter records - say "All Contacts".
  • Click on the funnel icon (show filters) on the action bar near the +Contact button.

Screenshot_2022-12-01_at_11.42.37_AM.png

  • Select the filter logic - Match all filters (AND) / Match any filters (OR).
  • Click on Add Filter.
  • Select the Field which you want to use for filtering the contact.

Screenshot_2022-12-01_at_11.50.46_AM.png

  • Filter logic governs how and when filters apply to your list.
    • Match all filters (AND) – filter records that match “all” defined filter conditions.
    • Match any filters (OR) – filter records that match ”anyone” of the defined filter conditions.
  • Similarly, the filter logic can be applied to the same field too.
  • Filter your records using Multiple Fields with applied logic.

Screenshot_2022-12-01_at_2.29.01_PM.png

  • The filters can be applied in a combination of fields of Contact as well as Company module (For contact module).

Note:

  • Use the And Filter to combine two or more filters. The And Filter accepts the message and returns true only if all of its enclosed filters return true.
  • The Or Filter returns true if any of its enclosed child filters return true.

 

Filter records - Companies

  • Go to the Company module.
  • Select a view from which you would like to filter records - say "All Companies".
  • Click on the funnel icon (show filters) on the action bar near the +Company button.
  • Select the filter logic - Match all filters (AND) / Match any filters (OR).
  • Click on Add Filter.
  • Select the Field which you want to use for filtering the company.

Screenshot_2023-01-11_at_11.15.51_AM.png

  • Filter logic governs how and when filters apply to your list.
    • Match all filters (AND) – filter records that match “all” defined filter conditions.
    • Match any filters (OR) – filter records that match ”anyone” of the defined filter conditions.
  • Similarly, the filter logic can be applied to the same field too.
  • Filter your records using Multiple Fields with applied logic.

Filter records - Activities

  • Go to the Activity module.
  • Select a view from which you would like to filter records - say "All Open Activities".
  • Click on the funnel icon (show filters) on the action bar near the +Activity button.
  • Select the filter logic - Match all filters (AND) / Match any filters (OR).
  • Click on Add Filter.
  • Select the Field which you want to use for filtering the company.

Screenshot_2022-12-01_at_2.21.29_PM.png

  • Filter logic governs how and when filters apply to your list.
    • Match all filters (AND) – filter records that match “all” defined filter conditions.
    • Match any filters (OR) – filter records that match ”anyone” of the defined filter conditions.
  • Similarly, the filter logic can be applied to the same field too.
  • Filter your records using Multiple Fields with applied logic.
  • The filters on activity can be applied in a combination of fields of Activities, Contacts, Company, and Deal modules.

Filter records - Deals

  • Go to the Deal module.
  • Select a view from which you would like to filter records - say "All Open Deals".
  • Click on the funnel icon (show filters) on the action bar near the +Deal button.
  • Select the filter logic - Match all filters (AND) / Match any filters (OR).
  • Click on Add Filter.
  • Select the Field which you want to use for filtering the company.

Screenshot_2022-12-01_at_1.55.28_PM.png

  • Filter logic governs how and when filters apply to your list.
    • Match all filters (AND) – filter records that match “all” defined filter conditions.
    • Match any filters (OR) – filter records that match ”anyone” of the defined filter conditions.
  • Similarly, the filter logic can be applied to the same field too.
  • Filter your records using Multiple Fields with applied logic.
  • The filter can be applied in a combination of fields of Deals, Contacts, and Company modules.

Remove Filters

You can follow the below steps to remove a filter that is no longer required or want to remove a specific filter.

  • Click on the funnel icon (show filters) on the action bar.
  • Click on the cross mark adjacent to the Filter that is not required.

Screenshot_2022-12-01_at_1.57.40_PM.png

 

Custom View

If you use similar filtered records frequently, you can quickly create a View for future usage.

Please follow the below steps to save a view for using it later.

  • Apply the required filter as per the steps shown above.
  • Select "Save as View".

Screenshot_2022-12-01_at_2.55.55_PM.png

  • Enter the name of the new view.
  • You can share the view with other users of your account by checking "Share this view".
  • Click on Save.

Screenshot_2022-12-01_at_2.46.59_PM.png

 

Note: You can create the custom view for yourself or share it with others in your organization by using the Share this view option.

  • You can find customized views under My Views and your Teammates can view them under Shared Views.

Screenshot_2022-12-01_at_2.51.31_PM.png

Related articles

Comments

0 comments

Article is closed for comments.