Filter guides
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 – accounts/contacts/quotes/etc. – as a list. The filter determines which fields are shown as columns, the order in which the entities are shown, and if some criteria delimit the entities. There can be several filters […]
Filter Conditions – Complete Guide
General Filter conditions are set after setting up the fields of the wanted filter, and they limit the information shown in the list view. Please note that when using a field in conditions that contain a multi-relation, the system will give you the following notification: Start In the view where filters are created and edited, […]
Filters in modules
Oh bummer! It seems that these instructions started their retirement after the filter update was published. However there is no reason to panic, the new complete guide to updated filters can be found here.
Filters: KPI
General KPI is part of the filter settings and the information it provides will be visible at the top of the list view. KPI can be used to display more accurate data in different styles. A maximum of three KPI points can be created and appear at the top of the page. Using KPIs, it […]
Kanban
Introduction In addition to listing filters, it is possible to create Kanban views in the general views of CRM modules. Kanban is suitable for describing the process and its progress. Its visual presentation also often makes things easier to deal with and follow up. Any information that involves step-by-step progress can be represented as a […]