A filter is a way to modify the view and segment the CRM information. They can be applied in any module and can be adjusted to your needs.
You can configure the filters internally from each of the modules or directly from the canvas.
1. Configuring filters from the canvas
Login to your CRM and we will show you step by step:
Filter my opportunities
Click on the 'All Opportunities' button.
There you will see a box with a search field if you want to search for a user or filter quickly. Or, you will have 3 different tabs that will allow you to manage the filters in an organized way. These are:
Favorites
There you will be able to enter the most used users and filters. With this, you will have direct access to the filter you need, without having to search through the lists of users and filters by module.
How to add a favorite?
To add a user or filter to favorites, just click on the Users icon, identify the name you want to add to favorites, and to the right you will see a white star. When you click on the star icon, it changes to yellow.
The selected user or filter will automatically appear in the list of favorites.
How to delete a favorite?
To delete a bookmark, go to the list of bookmarks and click on the star of the user or filter you wish to uncheck.
It will automatically disappear from the list of favorites.
Users
In this tab you will find the list of CRM users. You can click on the user you want to filter the information of the module you are in.
You will no longer have to go to the sales process to generate a filter by users. Now, you will be able to do it from any module.
Filters by module
In this option, you will find the filters grouped by three groups:
My filters: These are the filters that your user has enabled and the customized filters that you have created.
Public: These are the filters to which the entire CRM team has access and visibility.
Others: Additional filters from other users.
Note: Please note that the list of filters in this tab varies according to the module. In the example below, the opportunities module filters are presented in reference to activities, pending opportunities, won, lost and so on.
Note: You will see a check icon in the filter you are currently in. If you change filter, or user, this icon will be checked where you are.
Create a custom filter
If you want to add a new filter according to your needs, you can do so. Follow the steps below:
a. Click on the ‘All Opportunities’ button.
b. Select the ‘Add filter’ option.
The filter creation form will be displayed.
C. Complete the form with the information below:
Filter name: Name the filter.
Select the columns and the order (Maximum 12): You must select the CRM fields whose information you want to appear in the filter.
Select filter conditions: Click on the ‘Add condition’ button if you want certain information to appear according to some standards set by yourself.
D. Click the ‘Save’ button. You can now view the created filter in the filter list.
Edit or delete a filter
If you want to edit or delete a filter, just hover over the desired filter and two icons will appear:
Pencil: Edit filter. The same creation form will open. There you will be able to modify the information you want. Once you have edited the information, click on the ‘Save’ button.
Trash: Get rid of the filter.
You must click on the icon corresponding to the function you want to perform.
2. Filter configuration from each module
You can configure the filters of any module such as Companies, Cases, Quotes, Contacts, Campaigns, Products and others. You only have to enter the module where you want to make the configuration, for this example we will take the Organizations module. Then, follow the steps below:
Create a new filter
Click on the 'All Module' panel and then on the 'Create new filter' option.
2. Complete the filter creation form with the following information:
View Name: You assign a name to the filter. On the right side of the view name there are three options, choose the ones that fit the profile you want to give it (you can choose all of them):
Set as default: Allows it to appear by default in all the filters available in that module.
List in metrics: Allows the records to be seen in the metrics or graphical reports.
Set as public: Provides the public feature for all CRM users.
Choose columns and order: configure and design the filter according to your own interests and needs. You can move the selected information to match the order you want.
Choose the filter conditions: add the necessary conditions to bring you the information you require.
Press the ‘Save’ button.
Edit or delete a filter
Locate the filter you want to edit or delete, and you will see the following icons:
Edit: When you click there, the same filter creation form will open and you will be able to modify the information you want. Once you have made the changes, click on the ‘Save’ button.
Delete: When you click on this icon, the system will ask you to confirm this action and then the filter will disappear.
If a lock icon is displayed on the filter, it means that the filter cannot be edited or deleted, as it is system specific.
3. Frequently asked questions
How to filter contacts with birthdays today?
The birthday filter in the contacts module is set by default to make it easier to send emails or messages to contacts with birthdays.
Create an automatic birthday task. If you have not already done so, you can click here.
Start the filter creation process.
Fill in the following information:
Filter name: Birthdays.
Select columns and order: Enter the desired columns.
All conditions: Birthdays - Is enabled.
Click on the ‘Save’ button. Now the system will always keep the settings you make on that enabled field.
Should I create a birthday filter for the organization's module?
You need to create a birthday filter for this module, as it is not set by default.
We hope this article has been very useful. If you have any questions or suggestions, we invite you to write us in our chat, and we will gladly be there to help you.
Have a nice day!
