Filters

Filters are used to filter out contacts from the general contacts list by profile contact records or by contact activity.

To add new filter by the contact profile records:

1. Click the New Filter button.
2. From the Profile tab select contact field for filtering. Note: Org Chart option allows you to filter contacts by organizational structure and is described below.
3. Select appropriate parameter for filtering.
   'That are equal' displays contacts whose records are equal to selected ones.
   'That are not equal' excludes contacts whose records are equal to selected ones.
4. Input filter criteria in the -Search- field.
5. Select records you want to filter by, adding them to the right box. To select multiple records hold down the Ctrl key.
6. Click the Add filter button to apply added filter.
7. To create complex filter click the Add New filter button and set up new filter.

To add new filter by the contact activity:

1. Click the New Filter button.
2. Select the Activity tab.
3. Select activity for filtering.
   
4. Indicate criteria for the selected activity.
5. Click the Add Filter button to apply added filter.

When creating complex filter you can apply filter logic.

• Select AND logic to include contacts, whose records meet the conditions of all your filters.
• Select OR logic to include contacts, whose records meet the conditions of at least one of your filters.
• Select Custom to use combined filtering. To denote filters use Fx tokens. Use AND, OR operators to denote relationships. Use parentheses to make your logic unambiguous.
• Click the Save button to save applied logic.

Org Chart is additional filter criteria that allows filtering your contacts based on organizational structure.

To setup this filter:

1. Select the Org Chart option in the Profile filter.
2. Click the Setup button to create new organizational relations between contacts.
3. Click the Add Relation button and indicate related fields.
4. To save selected relation click the Apply button.
5. Click Back to return to the Filters page.
6. Choose the record you want to filter subordinates for. To select multiple records hold down CTRL key.
7. Select the Include Root option to include head of filtered subordinates into the current view.

Click the Delete link next to the filter you want to delete.
Click the Back button to go back to the Contacts home page.

Let us take a look at a short example: