How to add/edit/remove Filters?


Filters is a powerful tool to divide your contacts and get an uncluttered focus when working on sales for a specific group.

  • Create a filter
  • Edit saved filter
  • Delete saved filter

In OnePageCRM you can filter by combination of multiple options:

  • Status
  • Tags
  • Star
  • Owner
  • Organization
  • Lead source
  • Date created
  • Actions:
    • Assigned to
    • Next Action date
    • Next Action text
    • Closed cycle date
    • Closing comment text
  • Deals
    • Expected close date
    • Date closed
    • Status (Won/Lost/Pending)
    • Deal owner
    • Deal name
    • Deal value (total)
  • Address (Street, Zip, City, State, Country)
  • Custom fields


Create a filter

To create a filter click on Filters > Add filter in the left column (see A).

  1. In the Filter pop-up:
  2. Select all or any option from Where contacts match of the following… (see B).
  3. Define filter criteria (see C).
  4. Click Add another filter line to combine multiple criteria (see D).
  5. To save this filter, enter filter's name in the blank field of Save filter? (see E).
  6. Click Run to generate the results.

NOTE
  • Live update of available contacts in this filters is shown in top right corner of the Filter pop-up.


Edit saved filter

To edit a saved filter:

  1. Click the Filters in the left column menu.
  2. Hover on the saved filter and click on the downward arrow on the right.
  3. Select Edit from the drop-down menu (see F).
  4. In the Edit saved filter pop-up, apply your changes.
  5. Click Save & Run to save the changes.


Delete saved filter

To delete a saved filter:

  1. Click the Filters in the left column menu
  2. Hover on the saved filter and click on the downward arrow on the right
  3. Click Delete from the drop-down menu
  4. To proceed click OK in the Are you sure you want to delete? pop-up window.

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