Introduction #
Before filtering contacts or accounts, be sure to check if all the appropriate lists are selected in the Lists module.
In CentrixOne CRM, custom filters are visible only to the user who created those filters. Also, when a filter is created in the Contacts module, it is only visible in the Contacts module. It is the same principle for the Accounts module which only displays the filters created in the Accounts module.
Note that the filters in CentrixOne are not case or accent sensitive.
How to filter contacts? #
- Click on the Contacts module
- Click on the My Filters drop-down menu
- Click on Add a filter
- Click on + Add criteria
- Click on the section containing your condition
- Click on the appropriate criterion
- Choose the relationship for this criterion
- Input the value
- Repeat Steps 4-8 to add a new criterion
- If you add more than one criterion, also indicate the appropriate logic –> AND, OR, ( )
- Name the filter
- Click on Done
How to filter accounts? #
- Click on the Accounts module
- Click on the My Filters drop-down menu
- Click on Add a filter
- Click on + Add criteria
- Click on the section containing your condition
- Click on the appropriate criterion
- Choose the relationship for this criterion
- Input the value
- Repeat Steps 4-8 to add a new criterion
- If you add more than one criterion, also indicate the appropriate logic –> AND, OR, ( )
- Name the filter
- Click on Done