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The Advanced Filter functionality is an innovative and efficient solution to get a specific search result.
This type of filter allows you to extract exact information by restricting and conditioning the available records in the CRM with different operators.
When using basic filters, your search is based on the field values, such as an opportunity whose status is "First Visit."
With advanced filters, you can execute complex searches based on the activity and data associated with any entity, for example, opportunities where their status has changed in the last month and has a value less than or equal to 4,000€.
You can apply these filters on the menus: Accounts, Contacts, Opportunities, and the module: Orders. You can only use them from the web version of ForceManager.
Apply advanced filters to your entities
To filter your entities using advanced filters, perform the following steps:
1. Go to the desired menu or module.
2. Once inside, click on the Filters button to display the window where you can select the advanced filters.
3. Next, choose and combine filters. You can select as many as necessary to get the result you want.
NOTE: The CRM applies most filters automatically. However, in some cases, such as "greater than, lower than, equal to, etc." you must press the Tab key (↹) or click inside the window to apply the filter. |
Available filter operators
OPERATOR | DESCRIPTION |
Contains | Use for entities that contain your search string. For example, accounts that contains the zip code "08034." |
Does not contain | Shows entities that do not contain the entered value. For example, contacts that don't contain the "Manager" role. |
With data | Use for entities with a non-empty field. For example, Accounts with data in the "Sector" field. |
No data | This operator shows the entities according to the selected empty field. It also detects blank fields. For example, opportunities with no data in the "Type of Opportunity" field. |
Inside range | Available for date-type fields. This filter allows you to extract the entities in a range of dates. For example, Opportunities with "Sales forecast date" inside range "January 10, 2021 – April 20, 2022." |
Lower than | Shows results with a lower value than the one entered, for example, orders with a total of lower than 2,000€. |
Less than or equal to | Use for results that are less than or equal to the entered value. |
Greater than | Shows entities with a larger value than the one entered, for example, opportunities whose value is greater than 7,000€. |
Greater than or equal to | Use for results that are greater than or equal to the entered value. |
Is not | Use when you want the result that is not the entered value. |
Equal to | This operator is used to show entities that are equal to exact values, for example, orders whose value is equal to 500€. |
Advanced filter use cases
Use case #1
Extract the accounts created during 2021 that are not "Customer" type.
To get this result, you must:
1. Filter the Account's entities inside the date range from January 1, 2021, to December 31, 2021.
2. On the "Account type" field, select does not contain "Customer."
The accounts displayed are the final result:
Use case #2
Extract opportunities associated with a company whose value is greater than or equal to 5000€.
To get this result, you must:
1. Access the Opportunities menu and display the filter window. Select "With data" on the Account field within this window.
2. On the "value" field, select "greater than or equal to" and enter the amount. Apply the filters by pressing the Tab (↹) key or by clicking anywhere inside the filters window.
The opportunities displayed are the final result:
