Filters appear in many Upsales screens. Here are some use cases and features.
Using filters in Insights? See this article
Viewing active filters
- On the right side of your screen, you can see how many filters are active:
- Filter appears when no filters are active:
- Click to show all filters or click Only active to change filter views:
- To clear all active filters, click the Trash icon:
Share a filtered list
- Scroll down the filters and you can also save or share a list:
- 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:
