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This functionality allows you to apply filters for related entities, meaning cross-referencing data between entities to obtain more specific and relevant results.
In the various entities present in ForceManager, the available filter types are organised as follows:
Companies: can be filtered by Contacts, Activities, Opportunities, and Orders.
Contacts: can be filtered by Companies, Activities, Opportunities, and Orders.
Activities: can be filtered by Companies, Contacts, and Opportunities.
Opportunities: can be filtered by Companies, Contacts, Activities, and Orders.
Orders: can be filtered by Companies, Contacts, and Opportunities.
Key Features
Add Filters for Related Entities
Users can add filters from other entities through the filter panel. Sections for each related entity with active filters will be displayed.
Filtering Logic
Allows filtering the main entity by whether it has any related element linked, without specifying anything about the related element. Example: Filter companies that have any registered activity.
Allows filtering the main entity by specifying concrete attributes of the related entity. Example: Filter companies that have any registered activity of the type “received email” or “visit check-in”.
The system considers a result valid when at least one related record matches the applied filter. For example:
"If a company has two contacts, Lucía and Carlos, and Lucía is the sales manager while Carlos is not. If filtering companies by the related contact filter 'sales manager', the company will appear as a valid result, even if only Lucía meets the criteria; it is not necessary for both to meet it."
Steps to Use Cross-Entity Filters
Add a Filter
In the filter panel, click the "Add filter" button.
In the filter modal, select a related entity from the "Related Entities" dropdown menu.
Save Changes
Once the desired filters have been selected, save the changes. The filter panel will automatically update.
Manage Filters
You can save all the filters as a view
You can remove, pin, collapse, or expand filters according to your needs.
If you delete the last filter in a section, the section will automatically disappear.
Export Results
From the web version, you can export data from the main menus (companies, contacts, opportunities, etc.).
Filter the list from the menu you wish to export, and once you have the entities you need, click the "Export to Excel" option, found by clicking the last option in the table for each menu.
Then select the fields you want to include in the final file.
Click on the button Export to Excel and wait until the file is exported.
