🔍Advance Filters & Smart Views

Advanced filters in iClosed let you refine your data view and allows users to save the applied sets of filters for future use

Advance Filters

Advanced filters in Global Data let you refine your data view with precision. You can access various filtering options like contact details, appointments, calls, deals, and custom fields. These filters help you narrow down your search based on specific criteria such as text, date, or multi-select lists within iClosed.

How Advance filter works?

In iClosed's advanced filter system, "AND" and "OR" logic, along with "All of" and "Any of" options, enable users to create complex filter combinations for refining data views.

• "AND" logic requires all specified conditions to be met for a data entry to be included in the filtered results. For example, if you filter by "Country is United Kingdom" AND "Status is Potential," only contacts with both conditions fulfilled will appear.

• "OR" logic broadens the filter criteria, requiring only one of the specified conditions to be met for a data entry to be included in the results. For instance, if you filter by "Country is United Kingdom" OR "Country is Canada," contacts from either country will be included in the results.

• "All of" is similar to "AND" logic, requiring all conditions specified within a single filter to be met simultaneously. It's used when applying multiple criteria within one filter, ensuring that all specified conditions are true for a data entry to be included.

• "Any of" is similar to "OR" logic, allowing for multiple criteria within one filter but requiring only one of them to be met for a data entry to be included in the results.

Smart Views

Smart views in iClosed are a feature that allows users to save and apply customized sets of filters to refine their data views efficiently. Users can see their saved smart view filters listed for quick access. By selecting a smart view filter, users can apply the associated subfilters to the global data. They can delete smart view filters, update them with new conditions, or create new filters based on existing ones. The search bar allows users to easily find and apply smart view filters wherever advanced filters are available in iClosed.

Save smart view

1. Apply the desired filters: First, navigate to the advanced filters section and apply the filters you want to save as a smart view. Customize the filters based on your specific data analysis needs.

2. Click on the "Save as" button: Once you have applied the filters, click on the "Save as" button. This action will prompt a pop-up window to appear.

3. Enter a name for the smart view: In the pop-up window, you'll be prompted to enter a name for your smart view. Choose a descriptive name that helps you easily identify the purpose of the filter set.

4. Choose sharing options (if applicable): Depending on your organization's settings, you may have the option to choose whether to share the smart view with everyone in the organization or keep it private.

5. Click "Save": After entering the name and selecting the sharing options (if applicable), click the "Save" button to save the smart view.