Apply filters, use the sorting options, group your data and create useful calculations to improve your record productivity. You can combine all these options to create personalized views that you can then use to create powerful dashboards.
In this tutorial, we will cover the following topics:
Filters are available in every view across all Apps in FreeAgent CRM. To get started, click on the "Filter, Sort & More" button. Then make sure you are under 'Filter'.
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 By", 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).
Additionally you will see the filters you have currently applied in the form of pills. To remove one or all of them, click the 'X' next to the pill(s) name.
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.
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 "Filter, Sort & More", make sure you are under the 'filter' tab and then click the trash can icon right next to the filter you want to remove. Then click "Apply" to save your changes.
If you want to remove all your applied filters, click the "Clear All" button.
The different Operators available are:
|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.
This will return all the records that fall between a given range of numbers or a range of dates.
Returns the records for a specified period, such as Last Week or This Month.
From X to X days, months, or years.
|After / Before||
All the records, before or after the specified date.
When a Reference field is available in your App, you will be able to apply filters based on fields from the App you are referencing. To get a full list of all the fields available, type in the App's name followed by a dot, for example: account.
Then you just need to select the desired field and use the filters as described above.
Note: Choice List Multi Select fields are not available in dot.walking.
To learn more about Dot.walking, please visit the following tutorial:
Sort is available in every view across all Apps in FreeAgent CRM, under 'Filter, Sort & More.
Here you can specify the sorting for your view. Make sure you are under the 'Sort' tab. This 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, just click 'Add Sort by' and select the desired field. Once you are ready, click the 'Apply' button.
This is especially helpful to organize your data.
Available for the List and Board views.
To add a column, click the dropdown to start typing the field name, you can also scroll down the list and click the one you want to add. It will be added at the end of the column's list.
When a Reference field is available in your App, you will be able to add columns to your list view based on fields from the App you are referencing. To get a full list of all the fields available, type in the App's name followed by a dot, for example, 'account. '
Then you just need to select the desired field and it will be added to your List view columns.
Note: Choice List Multi Select fields are not available in dotwalking.
To remove a column from the view, just click the 'X' to the right side of the column name.
You can also rearrange the columns in a way that best fits your needs by dragging and dropping the column to the desired spot.
Once you are done managing your columns, click the 'Apply' button to show those changes to your view.
Available for the List and Board views.
It allows you to select among your fields to group your information. This option allows you to improve your views organization and when combined with calculations, it increases their visibility.
Just select the field you want to use to 'group by'. Then click Apply.
To add a secondary 'group by' field in your list view, click 'Add Group by' and select the desired field. Apply your changes.
Here you can also enable 'Pivot Table'.
When setting up a 'Group By' for a Board View where you wish to use future-dates, you will also need to set a filter for the date field to bound these dates. This will ensure that the future-dates are properly grouped within the view.
Glances give you the option to slice views by choice list and reference fields with the click of a button to "glance" your information. This new segmenting capability offers a new way to subset data for prompt analysis and will help you reduce the number of Saved Views you need to create to visualize your data.
It is available in every view across all Apps in FreeAgent CRM, under 'Filter, Sort & More.
Select the desired field from the options available in the dropdown, then choose for which values you want to create a "Glance". Then click the 'Save' button.
Once you do, you will notice tabs with the names of the values you selected for your 'Glance'. Thanks to them you can move from one view to the next all in the same page.
Calculate is available in every view across all Apps in FreeAgent CRM, under 'Filter, Sort & More.
To create calculations you just need to select any of your existing numeric fields, such as currency, percentage, and number, and define the statistic you want to use, there are 5 different options: count, average, max, min, and sum.
You can add multiple calculations. Once you are done, click the 'Apply' button to add them to your view.