How to add/edit/remove Filters?

The Filter tool to help you segment your contacts, and in OnePageCRM you can save and clone saved filters. Filtering your contacts is a powerful way to get an uncluttered focus on when you're working on a specific group of contacts. 

Create a Filter

In OnePageCRM you can filter by combination of multiple options:

  • Status
  • Tag
  • Job title
  • Star
  • Owner
  • Organization
  • Lead source
  • Date created
  • Email
  • Database utilities:
    • Duplicates
    • Last activity
  • Actions:
    • Assigned to
    • Next Action date
    • Next Action text
    • Closed sales cycle date
    • Closing comment text
  • Deals:
    • Expected close date
    • Date closed
    • Status (Won/Lost/Pending)
    • Deal owner
    • Deal name
    • Deal value (total)
    • Deal created
    • Commission
    • Cost
    • Margin
    • Custom fields
  • Calls:
    • Call results
    • Call date
  • Contact address:
    • Address
    • Zip
    • City
    • State
    • City
  • Organization address:
    • Address
    • Zip
    • City
    • State
    • Country
  • Contact custom fields
  • Organization 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.
  • Saved filters can also be used to in the Pipeline. See here


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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