Filters appear in many Upsales screens. Here are some use cases and features.
Using filters in Insights? View this article
Viewing active filters
- On the right side of your screen, the filter icon shows how many filters are active:
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When no filters are active, the filter panel reads No active filters:
- Click Show all filters or Only active to change filter views:
- To clear all active filters, click the Trash icon:
Exclude values
Many filters have an Exclude selected toggle (Exclude in text and date filters). Turn it on to show the records that do not match the values you picked in that filter.
Filter on related records
In some lists the filter panel has a tab for each type of record. For example, the contact list has Contact fields and Company fields, so you can find contacts based on their company. You can combine filters from different tabs.
Share a filtered list
- After selecting filters, click Save & share list at the bottom of the filter panel:
- Add a name, description, and which users and roles to share with:
Multi-select filtered data
You can also use the multi-select to make multiple updates to your filtered data. Tick the box at the top of your data:
A pop-up appears for you to choose which edits to make. The available edits depend on the list you are in: