Advanced Filtering
Ask the List a Question. Get the Same Answer Tomorrow.Advanced CRM filtering with operators that fit each column, run on the server.
Filter any column with operators that suit what it holds: contains or starts with for text, between for numbers, before, after or a date range for dates. Every filter runs on the server, so a view built on one returns the same list tomorrow. And search finds a person from three letters.
- 18 filter operators
- Search from three letters
- Filter on your own fields
How it works
- Pick a columnText, number, date or your own field
- Choose an operatorOnly the ones that column can answer
- The server runs itSame filter, same list, every time
- Save it as a viewThen share it, or act on the rows
Find the Right Leads, the Same Way Every Time.
Every operator you pick runs on the server, so the list you see is the list you asked for.
Text gets contains and starts with, numbers get between, and dates get before, after and a range.
Type three characters of a name, email, phone, job title or city and the matching records come up.
Custom fields filter alongside built-in ones, and conditions can be grouped with and or or.
A Precise List in Three Steps.
Pick a Column
Open the filter on any column, built-in or custom. It offers only the operators that column can answer.
Add Your Conditions
Stack conditions and group them with and or or, from a date range to does not contain.
Save It or Act on It
Save the list as a view to reuse, or select rows and act on them in bulk.
The Right Operators for Every Kind of Column.
The type a column holds decides which operators you are shown.
Contains, starts with and ends with, their opposites, and empty or not empty.
The four greater-than and less-than comparisons, and between.
Before, after, and a range between two dates.
What Is Advanced CRM Filtering, and Why Does the Server Matter?
Advanced CRM filtering narrows a list with exact conditions, like job title contains manager and city starts with San, so reps call the right people instead of scrolling. In Adoptiv the column decides the operators, and the server settles every one, so the same filter returns the same list every time.
There are 18 CRM filter operators. Text columns take contains, starts with and ends with, their opposites such as does not contain, and the empty checks. Numbers take the four comparisons and between. Dates take before, after and a date range filter. Because the server resolves them all, a saved view built on a filter behaves the same tomorrow.
You can filter leads by custom field too, and join conditions into AND/OR filters. A custom-field filter is checked over up to 10,000 rows at a time, so on very large lists, narrow by a built-in field first. Add the fields you need with custom fields.
CRM search is a separate tool for finding one person fast. Type at least three characters of a first or last name, email, job title, city or one of two phone numbers, and up to 500 matches come back. To filter contacts in a CRM and keep the answer, build a filter and save it; to act on the results, use bulk actions.
Filters and Search Built for Big Lists.
From contains and starts with to between, before, after and a date range.
Each column offers only the operators that fit what it holds.
Before, after, or between two dates, resolved on the server.
Group conditions with and or or, across built-in and custom fields.
Three characters of a name, email, phone, job title or city finds the record.
For Teams That Call the Right List First.
Advanced Filtering vs Exporting to a Spreadsheet.
| What | Export, then filter in a spreadsheet | With Adoptiv |
|---|---|---|
| Freshness | Export, then filter in a spreadsheet: A copy that is out of date by lunch | With Adoptiv: Filters the live list every time |
| Repeating last week’s question | Export, then filter in a spreadsheet: Rebuild the filter from memory | With Adoptiv: Open the saved view |
| Finding one person | Export, then filter in a spreadsheet: Scroll, or search the sheet | With Adoptiv: Three letters in the search box |
| Acting on the result | Export, then filter in a spreadsheet: Copy changes back, row by row | With Adoptiv: Select rows and act in bulk |
| Huge lists filtered on your own fields | Export, then filter in a spreadsheet: Limited by the spreadsheet | With Adoptiv: Checked over up to 10,000 rows; narrow by a built-in field first |
Advanced Filtering Questions, Answered.
What is advanced filtering in a CRM?
Narrowing a list with exact conditions, such as job title contains manager and city starts with San, instead of scrolling. In Adoptiv every condition is settled on the server, so the same filter gives the same list every time.
Which filter operators can I use?
Eighteen in all, including equals, contains, starts with and ends with and their opposites, the greater-than and less-than comparisons, between and not between, before, after, a date range, and empty or not empty. Each column shows the ones that fit its type.
Can I filter by a custom field?
Yes. Custom fields filter alongside built-in ones, and you can group conditions with and or or.
How is search different from filtering?
Search is for finding one person fast: type three characters of a name, email, phone, job title or city. Filters are for building a list you keep, and you can save them as a view.
Can I filter by a date range?
Yes. Date columns take before, after and a range between two dates, all resolved on the server.
Is there a limit on filtering by custom fields?
A filter on a custom field is checked over up to 10,000 rows. Past that, the count and the page describe that window, so on very large lists narrow by a built-in field first.
How do I filter contacts in a CRM?
Open the filter on the column you care about, pick an operator and a value, and add more conditions as you need them. In Adoptiv you can then save the result as a view.
Does search have a minimum length?
Yes, three characters. Search returns up to 500 matches, because it is for finding a person; filters are for building lists.
Can I use does not contain?
Yes. Contains, starts with and ends with each have an opposite, and text columns also take empty and not empty.
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