Make filtering your data easier by enabling your filters. Filters help you effectively sort and manage deals or contacts using default or custom fields, providing better insights and streamlined navigation.
General Notes on Filters
• Filters can be applied to Custom fields or Default fields.
• Fields of type Long Text or Link cannot be used as filters.
• Changes made to filter preferences are saved automatically after toggling and applied immediately.
If there is anything you need further assistance with, please contact our support team on the platform, we are always happy to assist.
Where to Customize Filters
Navigate to the Settings/Administration panel at the bottom of the left sidebar.
Select Section:
• For Dealflow, choose the desired pipeline, then click on the Filters section.
• For Portfolio, select the desired fund, then click on the Filters section.
• For Contacts, click on the Filters section directly under Contacts.
Once inside the Filters menu, you’ll find filters categorized into two types: custom fields and default fields. All custom fields you’ve created will be available for activation.
Enable or Disable Filters: Use the toggle button to activate or deactivate filters as needed.
Note: If a field does not appear as a filter, ensure it is enabled for the corresponding pipeline, fund, or contact in the Fields section of the Settings/Administration panel.
Filters behave differently based on the type of field.
• Date: Filter by selecting a date range (from and to).
• Amount: Filter by specifying a range of amounts.
• List: Use a dropdown menu to filter by items in the list you’ve created.
• Tag: Filter by multiple tags. As you type, available tags will appear in a dropdown for selection.
• Short Text: Search by entering keywords, and the filter will match your input with relevant data.
If there is anything you need further information assistance with? Please contact our support team on the platform, we are always happy to provide assistance.