FreeAgent CRM comes with a powerful Filter capability: helping you find just the records you want in any of your Apps. Learning how to use Filter in combination with FreeAgent's Views can help you achieve record productivity in no time.
In this tutorial we will cover:
- Access Level Needed to Filter
- Applying Filter Conditions
- Using Filter Operators
- Clearing Filter Conditions
Access Level Needed to Filter
This feature is available to all users.
Applying 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 use, to do this you can select it from the 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, 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.
Here you will 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 to add more filters.
Once you have all the filters you need, click the 'Apply' button. At this time, you will be able to see the filtered data.
You will be able to see the 'Filter Pìlls' at the top of the view. These will show the filters that are currently applied in your view.
Using Filter Operators
The different Operators available are:
- Is , Is Not: The selected value is included (IS) or excluded (IS NOT) from the filter results.
- This Operator is available for the following field types: Reference, Reference Multi-Select, Choice List, Choice List Multi-Select, Stage, Numbers.
- <= , >= : Less Than or Equal To; Greater Than or Equal To, will return records that fall above or below the selected value.
- This Operator is available for the following field types: Number.
- Between: This will return all the records that fall between a given range of numbers or a range of dates.
- This Operator is available for the following field types: Currency, Percentage, Date, Number.
- Period: Returns the records for a specified period: This Week, Last Week, This Quarter, Last Quarter, among others.
- This Operator is available for the following field types: Date.
- Relative: From X to X days, months, or years.
- This Operator is available for the following field types: Date.
- After / Before: All the records that fall before or after the specified date.
- This Operator is available for the following field types: Date.
Clearing Filter Conditions
There are three ways in which you can clear your Filters:
Removing Pills
To remove only one of the filters applied to your data, you can simply remove it by clicking the 'X' right next to the pill name.
Removing Filter Conditions
If you want to remove all the filters applied that belong to the same field, then this is the right option. Just click 'Filters' and then click the 'trash can' icon right next to the filter line you want to remove. Then click the 'Apply' button.
Clear All
This option will remove all the currently applied filters. Just open the Filters and click the 'Clear All' button.
