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Search By Custom Filter

Custom Filter
Filter by option allows users to create filters with custom conditions to ease the record sorting.

create-filterThe following are the steps to create own custom filter :

  • Click on Create Filter.
  • Enter Custom Filter Name.
  • Users can set this filter as a default filter or Can add in the list of filters using List in Metrics and sort data using the parameter when required.

 

 

  • Set a field using which users want to sort records such as first name, last name, phone number, company etc.
  • Select conditions such as equals to, start with, end with etc and save.

 

create-filters

  • Once saved it will appear in the list of filter metrics.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Updated on October 1, 2021

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