How to use Filters

Filter your contacts to quickly and easily search through your database to create uncluttered reports of your contact groups. You can add and select multiple search criteria such as custom fields, address, deals, duplicate contacts, last activity etc. Go one step further and save your Filter for later use in the Pipeline.

In this article
Create a Filter Save a Filter Edit a saved Filter
Clone a saved Filter Delete a saved Filter

Create a Filter

In OnePageCRM you can filter by combination of multiple criteria:

Status Organization
Tag Lead Source
Job title Date created
Star Email
Owner Phone
Database utilities

Duplicates
Last Activity
Actions

Next Action date Closed sales cycle date
Assigned to Closing comment text
Next Action text
Deals

Expected close date Deal item
Date closed Deal created
Status (Won/Lost/Pending)  Commission 
Deal Owner Cost
Deal name Margin
Deal value (total)
Actions

Next Action date Closed sales cycle date
Assigned to Closing comment text
Next Action text
Contact address and Organization address

Adress State
Zip Country
City
Contact Custom fields

Any contact custom field you have setup can be selected here
1
Go to Filters → Add filter
2
In the Filter pop up define criteria
3
Click  Add another filter  line to combine multiple criteria.
4
Set whether you want the filter to match all criteria or any one of the filter criteria selected in  Where contacts match of the following… .
5
Click Run.

Save a Filter

1
In the Filter pop up type name of filter.
2
Click Save & Run.

Edit a saved Filter

1
Click arrow beside filter → Edit.
2
In Filter pop up make required edits → Save & Run.

Clone a saved Filter

1
Click arrow beside filter → Clone.
2
In Filter pop up make the required edits → Save & Run.

Delete a saved Filter

1
Click arrow beside filter → Delete.
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.

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