Advanced filter in 'Organizations & Contacts'

[mayaalsamarrai]

Status: Released
Feature name: ‘Advanced filter in Organizations & Contacts’ module

Default filters

The new Advanced Filter allows the user to filter the Contacts list by the following types:

1. Organizations
2. Contacts
3. Vendors

Selecting the filter type will result in displaying the results that match the filter query accordingly as it’s shown bellow on the screenshot:

Add new filter

There is also a possibility to add a new filter. In order to do this, you should follow the steps bellow:

1. Select the ‘Add new filter’ option from the drop down box;
2. In the displayed ‘New filter’ blade enter the Filter name and the Search phrase;
3. Save & apply the filter;
4. The system will display the filter results based on the filter parameters applied.

Filter types

There are two types of filters that can be applied:

1. Filter by content
2. Filter by index attributes

Filter by content

This type of filter uses the Index content , is case insensitive and supports wildcards.

Filter by index attributes

This type of filter uses the index attributes, is case insensitive and doesn’t support wildcards.

Example of applying a content filter:

1. Select a Contact-> open Contact details and select the ‘Indexed’ widget;
2. Select any phrase, word or a part of word followed by the * from the Index Content. Ex, “United States”
3. Enter the selected content into the filter field and press ‘Enter’
4. The system will display the results that match the entered content

Example of applying Index attributes filter

1. Select a Contact-> open Contact details and select the ‘Indexed’ widget;
2. Select an attribute, ex. “createddate”: “2018-05-03T14:41:20.6070000Z” and enter it into the filter field;
3. Press ‘Enter’
4. The system will display the results that match the entered index attribute.