FreeAgent CRM comes with a powerful Filter capability, helping you find the records you want in any of your Apps. Learning how to use Filters in combination with FreeAgent's Views can help you achieve record productivity in no time.
Edition Qualifier: The filter feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to operate filters.
In this tutorial, we will cover the following topics:
Filter Conditions
Filters are available in every view across all Apps in FreeAgent CRM. To get started, click on the "Filter" button. Here you will need to specify the field you want to filter by. To do this you can select the Field from the dropdown list or start typing the Field's name.
Now, either using the 'Tab' key or your mouse, select the Operator. The available Operators will vary according to the Field you previously selected. To learn more about each of the Operators, go to the 'Using Filters Operators' section of this tutorial.
Next up, select the Value. Each field type will include different options for you to choose from. You have the option to select a single Value or multiple Values. For example, for the Contact Owner field, you will be able to select from all the (active) members of your team. You also have the option to filter by 'empty' values as well.
Add as many filters as you need. Just click "+ Add Filter", or hit the 'Tab' key to automatically create a new row and add more filters.
Once you have added all of the filters you want, click the "Apply" button. At this time, you will be able to see the data that falls within the parameters of your filter(s).
For field type Reference that points to your Team Members one of the possible filter values is "Current User". When selected, the results shown will show those records that belong to the team member.
The filter pills are located at the top of the view. These represent the filters that are currently applied in your view.
Filter Lines
In Apps with Lines, you will also see the Lines' fields in the available fields. They are easy to spot as they include the field name and right below the Line name for your reference.
Just follow the same steps described above.
Remove Filter Conditions
To remove applied filters, click "Filters" and then click the trash can icon right next to the filter line(s) you want to remove. Then click "Apply" to save your changes.
Clear All
To remove all applied filters, open the 'Filters' menu and click the "Clear All" button.
Filter Operators
The different Operators available are:
| Operator | Description | Available Fields |
| Is, Is Not |
The selected value is included (IS) or excluded (IS NOT) from the filter results.
|
|
| <=, >= |
Less Than or Equal To; Greater Than or Equal To, will return records that fall above or below the selected value. |
|
| Between |
This will return all the records that fall between a given range of numbers or a range of dates. |
|
| Period |
Returns the records for a specified period, such as Last Week or This Month. |
|
| Relative |
From X to X days, months, or years. |
|
| After / Before |
All the records that fall before or after the specified date. |
|
Reference
Pills
They show the current filters applied. To remove one or all of them, click the 'X' next to the pill(s) name.
Composite Sort
Under filters, it is also possible to specify the sorting for your view. This sorting capability allows you to select which field you want to sort by and specify whether the sorting should be ascending or descending.
It is possible to select multiple sorting rules. This is especially helpful to organize your data.