Filter your records and create custom views

How to filter records:

Filters are available on all the list view across all modules viz. 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.

• The filters list of fields opens up.
• Select the filter logic - Match All (AND) / Match Any (OR).

• Filter logic governs how and when filters apply to your list.
• Match All – filter records that match “all” defined filter conditions
• Match Any – 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 logics

• The filters can be applied in combination of fields of Contact as well as Company module.

Note:

Filter records - Companies

• Go to Companies
• 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
• The filters list of fields opens up
• Select the filter logic - AND/OR

 

• Filter logic governs how and when filters apply to your list
• 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.
• Similarly, the filter logic can be applied to the same field too.

Filter records - Activities

• Go to Activities
• 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
• The filters list of fields opens up
• Select the filter logic - AND/OR
• Filter logic governs how and when filters apply to your list
• 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.
• Similarly, the filter logic can be applied to the same field too.
• These filters can be applied in combination of fields of Activities as well as Contacts, Company and Deal module.

Filter records - Deals

• Go to Deals
• 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
• The filters list of fields opens up
• Select the filter logic - AND/OR

• Filter logic governs how and when filters apply to your list
• 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.
• Similarly, the filter logic can be applied to the same field too.
• These filters can be applied in combination of fields of Deals as well as Contacts and Company module.

Remove Filters

• If you want to remove Filters that have been applied earlier and are no longer required, Click on the cross mark adjacent to the Filter not required.

Custom View

If you use similar filtered records frequently, you can quickly create a View for future usage, Once you filter any of the records and would like to refer this filtered list time and again you can save it as a view.

• Set the filter criteria
• Give it a Name & Save

These views can be private or shared among all users. Select checkmark Box to Share views with teammates.

Find customized views under My Views and your Teammates can view it under Shared views.