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Working with Filters

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Filters are an integral part of Membrain as they allow you to see lists of specific subsets of data, helping you to focus on just the information you need to. They can be saved for use later, shared with your colleagues or used in Views to give you an overall picture of your information, just the way you want to see it. Filters can be created for use in all List views in Membrain, such as the Sales Project List view and the Active Pipeline view, Prospecting lists, Company and Contacts list and Activity Lists

But whats makes Filters even more powerful is that they can be used throughout Membrain and applied in lots of other areas to help you gain a more indepth view of your data. For example, you can use Filters in The Dashboard and Win/Loss Analytics, Relationship Fields and The Story Stream to name a few.

Examples of use

You can apply multiple criterea to a filter allowing you to really drill down to the data you need.  Create filters to show:

  • All Sales Projects due to close this month, with a value larger than $1million
  • All Sales Projects where the Company has a certain label applied
  • Prospects with no activity the past 7 days
  • Companies with more than $10million annual revenue
  • Contacts who have the role "Decision Maker" in an open project
  • Activities with the type "First Meeeting" occurring in the next two weeks

Once you have a filter in place, you can narrow your results even further and specify one or many sales processes/campaigns and which users data you wish to see (mine/a colleagues or a teams).  Grouping and sorting this data then gives you even more options to view your data your way.

Creating Filters

  1. From any list view, click on the blue Filter option in the top toolbarFilter_header.PNG
  2. From here you can select a predefined filter, or create your own by clicking on the blue New Filter text, top right.
  3. Create your filter, adding the criterea you want it to be based upon.  You can select multiple options for any one filter, just remember to give your filter a good descriptive name.
    Filter_setup.PNG
  4. Click save, and you will be returned to your list view, with the filter applied
    Filter_eg.png

Working with Filters

Select an existing Filter

  1. Click on the Filter dropdown list in the top toolbar
  2. Select the Filter you want to use, and you will see the data in the main window change

Edit an existing Filters criterea - what data you wish to show in the Filter

  1. Click on the Filter dropdown list in the top toolbar
  2. Hover over the Filter you wish to edit, until you see the edit icon edit_icon_-_white_background.png appear beside the name
  3. Make the changes you would like
  4. Click Save to save these changes or
  5. Click Save As to save as a brand new filter, leaving the original untouched

Edit an existing Filters settings - rename, edit permissions or delete 

  1. Click on the Filter dropdown list in the top toolbar
  2. Hover over the Filter you wish to edit, until you see the edit icon edit_icon_-_white_background.png appear beside the name
  3. Rename, delete or change who can view or edit the Filter
You will only be able to edit Filters IF you have the correct permissions assigned by the person that created the Filter

 

Manage Filters Centrally

Administrators of Membrain can view all the Filters the whole team has created, and easily manage them from a central location - The Filter Admin page. This gives you additional control over how Filters are used, with the following functionality:

  • Sort the list of Filters by Name, Type or by who they are Available to.
  • Make changes to the Filter itself, and help your colleagues or team members design and improve their Filters as needed.
  • Change who has access to a Filter by editing the Viewable By and Editable By settings. This is particularly useful when you want to share a useful Filter with the rest of the team, or if someone leaves and you want to gain access to their Filters.

Filters_Admin.PNG

Administrators can find the Filter Admin page by going to System Setup, System Settings, Filters.