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Filters

Filters

Digging deeper into data using filters
  • Complete Guide to Filters

    General In the CRM, a filter refers to a general list view in a module, which shows the module’s contents...
  • Filter Conditions – Complete Guide

    General Filter conditions are set after setting up the fields of the wanted filter, and they limit the information shown...
  • Filters: KPI

    General KPI is part of the filter settings and the information it provides will be visible at the top of the list...
  • Kanban

    General In addition to listing filters, it is possible to create Kanban views in the general views of CRM modules....
  • Filters – Sticky Positioned Columns

    General It is possible to get a lot of information into the list view of a CRM by using filters....
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