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- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Advanced Filters
An advanced filter lets you save and re-use more complex filters. To create a new advanced filter, click on the FILTER icon (shown in red box) and then select “New”
When the dialog is opened, you can define the advanced filter:
- If you click on the “Plus” sign (in the red box) – it will add an additional field/condition in that group.
- If you click on the word “AND” – it will toggle between “AND” and “OR”. This will allow you to make filter rules such as “Assigned to Mike OR Darryl”
- Underneath the first group box, there is a second “+ AND” button. Clicking on this button will add an additional group box. This is useful where you want to make filters like “Assigned to Mike or Dave” AND “State = NSW”
- The “Shared” Checkbox allows you to share the filter with other users.
When you save the filter, it is automatically applied. An Applied filter looks like this:
You can cancel the advanced filter by clicking on the red X button. This clears the filter, and goes into “Choose Filter” mode:
Once a filters are defined, you can click in the “select filter” area to choose them.
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