Filters are available on all the list views across all modules - Contacts, Companies, Activities, and Deals.
- Filter records - Contacts
- Filter records - Companies
- Filter records - Activities
- Filter records - Deals
- Remove Filters
- Custom View
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.
- 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.
- 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 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.
- 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.
- 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.
- 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.
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".
- 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.
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.
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