🏗️ Creating a Custom Filter
1. With Contacts or Entities open, click on the Advanced Filter.
2. You can set the filter for all of the criteria, or any of the criteria by selecting this drop-down and choosing AND or OR respectively.
3. Select the Field Name you wish to filter for.
4. Select the method of the field's filter.
• Has All Of
• Has Any Of
• Has None Of
5. Enter the text that the filter will search for against the named field.
6. Delete the filter criteria.
7. Click + Add Criteria to add additional filter metrics.
8. When finished, click Apply Filter.
| Search Area | Available Queries |
| Contacts | Client ID Number, Tags, Entity Tags, Entity Type, Phone Numbers, Contact Owner |
| Entities | Tags, Watchers |
▶️ Filter Actions
📝 Note: These actions are only usable if you have a filter currently applied!
Once a filter is set, you can either:
1. Clear All Filters, which will remove any active filters and show the full report.
2. Save This Filter, which will open a dialogue where you can name the created filter.
💾 Using Saved Filters
📝 Note: This option is only available if you have already saved a filter!
1. Click on the Saved Filters icon.
2. Click the Name of a saved filter to apply it.
3. Click the star icon to Set as default search.
4. Click the trash can to Delete saved search and remove the saved filter from your list.
