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Filtering

In Fintesk, you can use filters to see specific data in your account. You can even mix different item fields within a filter to make full use of the connections and custom fields you’ve created in Fintesk.

Creating a filter​

You can find the “+ Add new filter” button by clicking the filter drop-down in the top right corner of your:

  • Deals list view
  • Contacts (person or organization) list view
  • Activities list view
  • Products list view

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When you add a new filter, you’ll see a window where you can click “Add condition” to select your filter criteria:

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You can also add a filter name or define the visibility for the filter set, then click “Save” when you’re done to display the filter results.

Filter conditions​

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Note: For more examples of how you can use the filter tool, check out this article.

There are two types of filter conditions you can add: ALL and ANY

  • Every ALL condition must be met, or an item won’t be displayed in your filter results
  • At least one ANY condition must be met, along with any ALL conditions

For example, in this first filter, there are two competing conditions in the ALL section:

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Since a person can’t have two owners, this will yield no filter results.

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But if you move those same conditions into the ANY section:

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Your results will consist of persons owned by either of those users.

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Note: While the maximum number of filter conditions is 16, we recommend using up to nine conditions to maintain optimal loading speed.

Clearing and deleting filters​

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Note: “Everyone” refers to ownership, meaning items owned by every user will be visible.

To clear out any existing filters, click on the filters drop-down and switch to Owners > Everyone:

fil07 To delete a filter, click the pencil icon when hovering over a filter, then select the “Delete” option:

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