Filters

Filters are used to filter out contacts from the general contacts list, by profile contact records or by contact activity.

 Adding a new Filter based on the contact Profile Records

1. Click the New Filter button.

2. From the Profile tab select contact field for filtering.

Org Chart option allows you to filter contacts by organizational structure and is described below.

3. Select appropriate parameter for filtering.
'That are equal' displays contacts whose records are equal to selected ones.
'That are not equal' excludes contacts whose records are equal to selected ones.

4. Input filter criteria in the -Search- field.

5. Select records you want to filter by, adding them to the right box. To select multiple records hold down the Ctrl key.

6. Click the Add filter button to apply added filter.

7. To create complex filter click the Add New filter button and set up new filter.

Adding a new filter based on the Contact Profile

1. Click the New Filter button.

2. Select the Profile tab.

3. Select the field name for filtering.

4. Select the data values (data from the corresponding field name) or the condition criteria you wish to filter:
   Exactly filters the exact indicated condition.
   Contains filters the contents of the indicated condition.

5. Activate the Exclude filter feature to invert the selected data if required.

6. Click the Add Filter button to apply added filter.

Adding a new filter based on the Contact Activity

1. Click the New Filter button.

2. Select the Activity tab.

3. Select activity for filtering.

4. Indicate the criteria for the selected activity.

5. Activate the Exclude filter feature to invert the selected data if required.

6. Click the Add Filter button to apply added filter.

When creating complex filter you can apply Filter Logic:

• Select AND logic to include contacts, whose records meet the conditions of all your filters.

• Select OR logic to include contacts, whose records meet the conditions of at least one of your filters.

• Select Custom to use combined filtering. To denote filters use Fx tokens. Use AND, OR operators to denote relationships. Use parentheses to make your logic unambiguous.

• Click the Save button to save applied logic.

Org Chart is additional filter criteria that allows filtering your contacts based on organizational structure.To customize Org Chart follow the steps below:

1. Select the Org Chart option in the Profile filter.

2. Click the Setup button to create new organizational relations between contacts.

3. Click the Add Relation button and indicate related fields.

4. To save selected relation click the Apply button.

5. Click Back to return to the Filters page.

6. Choose the record you want to filter subordinates for. To select multiple records hold down CTRL key.

7. Select the Include Root option to include head of filtered subordinates into the current view.

Click the Delete link next to the filter you want to delete.

Click the Back button to go back to the Contacts home age.

Example:

 The information stored in your Contact Manager:

Corp ID is unique contact identifier.
Manager ID indicates whom current subordinate belongs to.
E.g. Peter Young's Manager ID value is 2. It corresponds to Barbara Brown's Corp ID. Thus Peter Young is Barbara Brown's subordinate.

The View you applied current filter will include following contacts: