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.
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
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.
