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
Add / Save Filter	Edit a saved Filter
Clone a saved Filter	Delete a saved Filter

Add Filter

In OnePageCRM you can filter by a combination of multiple criteria:

Note:

If you are on the Business plan and have User Groups, you can filter by User Groups for the Owner criteria.

Filter by group

Click on the plus icon beside the Filters.

Add filter

In the Filter pop up define criteria.

Click + Add criteria to combine multiple criteria.

Add criteria

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… .

Match all or any criteria

Hit Run.

Note: Enter a descriptive name into the Filter name field to save it for later use.

Give your filter a name

Edit a saved Filter

Click 3 dots beside filter → Edit.

Edit filter

In the Edit filter pop up make required edits → Save & Run.

Edit and save filter

Clone a saved Filter

Click 3 dots beside filter → Clone.

Clone saved filter

In Filter pop up make the required edits → Save & Run.

Delete a saved Filter

Click 3 dots beside filter → Delete.

Delete saved filter

NOTE

Live update of available contacts in this filter is shown in the top right corner of the Filter pop-up.
Saved filters can also be used in the Pipeline. See here.
When you delete a filter by mistake, you can click on the Undo link in the yellow message on the same screen.