Custom Filters

Pick out the specific record information from the whole stack of CRM information with filters.

Creating custom filters or view

  • Navigate to the desired module for which you need to create filters.

  • Click on the filter text box in the top > Create New
custom-filter-menu
  • In Create a New List overlay, add the filter name in the List Name

  • Add permission to your filters

    • Set default - Enable the checkbox, to set this filter as default filter for you and all your Users

    • List in Metrics - Enable the checkbox, to view this filter in the home page Key Metrics widget.
  • Select the columns and order

    • Choose the column information to be displayed, when the filter is applied.

    • You can also reorder the column by simply dragging and dropping.
  • Add the necessary filters or conditions - You can define any no. of conditions

    • All Conditions (AND) - Displays record which satisfies all the defined condition

    • Any condition is met (OR) - Displays record which satisfies at least any one of the condition defined.
  • Share this List - Enable the check box to share this filter only to specific user or roles. Choose the appropriate Role or User from the drop down.

  • Once you hit Save, you can view your new filter in the MY LIST
custom-filters

Setting custom filter as your default filter

Joforce CRM lets you to set the newly created filter as a default filter. To set it as default,

  • In the Create or Edit view - Enable the checkbox Set as Default

  • Or Click on the filter text box, all the available filters are displayed here. Hover on the appropriate filter menu and click on the vertical ellipsis→ choose Default

Edit/ delete of filters

You can edit or delete any filters when it no longer suits you requirements.

  • Click on the filter text box in the top, all the available filters are displayed here.

  • To edit a filter

    • Hover on the appropriate filter, click on the vertical ellipsis → choose Edit

    • Make the necessary changes

    • Hit Save
  • To delete filter

    • Hover on the appropriate filter, click on the vertical ellipsis→ choose Delete

    • Click on Yes in the alert message and the filter will be deleted.