You can define your own filters in list views. These can then be saved for future use and shared with other users. List views and filtering can be found in the Contact database, Business and Activities sections.
In this article, we will demonstrate how to use filtering in the Account list view.
Creating a filter
Above the list of Accounts, you will find a blue Filtering button.
Click this button to get to the Advanced Filter. Here, select Add Condition and define the filtering criteria.
Conditions can be, e.g., "Accounts: Without an open deal". You can add more than one condition within one filter.
Once you define the filter, you will immediately see the result in the filtered out list of Accounts. To save the filter for future use, click the Save button. If you no longer need it, click the Reset button.
Saved filters and sharing
If you decide to save a filter, you will be prompted to name it. Use the checkboxes to choose whether to save the filter along with the currently displayed columns (and their order), and whether to allow other users to use the filter.
Only users with the roles Administrator and Full Throttle can share filters. When you check the Allow other users to use this filter option, the filter will be visible to all other users in the My Filters drop-down. Those users can then decide whether to add the shared filter to the drop-down box permanently by clicking Manage filters » three dots » Show in my list.
Find all your saved filters above the list view, in the My Filters dropdown.
You can add these filters next to the Pinned Filters using the pin icon, which we'll cover in more detail later in this article.
To edit filters, click Manage filters in the drop-down box, and then click the three dots icon next to the filter you want to edit. You can also share the filter with other selected users, set it as default, pin it, edit it, or delete it.
Each option will trigger the following actions:
1. Share with other users » select the users for which the filter will be immediately visible in their My Filters drop-down.
2. Set as default » the list of Accounts will be filtered according to this filter whenever you open it.
3. Pin filter » filter can be added next to Pinned (quick filters).
4. Edit » you can edit the finished filter and save it again.
5. Delete » filter will be deleted from the My Filters dropdown.
Pinned filters
In addition to the saved filters in the My filters drop-down, it is also possible to add so-called Pinned filters above the list view. These are used to quickly filter according to specific criteria. For example, if you often filter your Accounts by Owner or Category, this feature will definitely come in handy. You can add another filter by clicking the pencil icon.
All currently Pinned filters are displayed in the dialog box. By dragging and dropping the six dots icon, you can rearrange the order of the filters. To add a filter, click the Add more filters button.
Displaying and combining filters
When you select a Saved filter in the list, the button turns green. This means it is active. If the filter is active, a summary of the criteria you have entered will also appear below.
Pinned filters that are not part of the My Filters drop-down are blue when selected.
Saved and Pinned filters can be combined. If you click on a Saved filter and then on a Pinned filter, the criteria of both filters will be combined. See all the conditions you have selected right below them. Remove some filters or reset the filters completely as needed.
Just hover over the selected filter » Remove. Or use the Reset filters button.