Filters, or views, are used to separate desired records from the stack of other records, and capture them in a different bucket. For instance, you can quickly filter all the records in some particular territory and assign those records to your Sales Agent in that territory. You can also perform operations on the filtered records like mass edit, delete, sending emails etc.
This tutorial is designed to explain how filters are created in Repbox. We'll explain you how filters can be created in the Opportunities module. You can follow the same steps to create filters on all other modules.
First, you are going to want to select the module where you want to organize your records in. Go to the top bar and select the "Opportunities" module. (You may need to click on "All" to find the module in the drop down menu that populates.)
It will look like this:
Once you select the module, you will be directed to the "All Opportunities" list view. (Again, we are demonstrating this in the opportunities module, yet every modules default list view is ALL)
In the middle to the page, where "All Opportunities" is show, there is a little down facing arrow to the right of "All Opportunities"
When you click this arrow, a drop down list will appear.
Click the "Create New Filter" option. From there you will be navigated to "Create New View" of a filters' page.
Start off by naming the view in the "View Name" field. This is a required field and it will not let you save the view if this is not filled out.
Then select the desired columns you would like to see in this custom view. These are the fields in the Information Card of the record. For example, "Opportunity Name" , "Assigned To" , "Status", etc.
There is a maximum of 15 columns that can be added and you must have at least one required field column in each list view. (This is an option with an asterisks *)
Every option selected can be moved around to assign them in the desired order.
You'll need to specify conditions to filter only specific entities that you would like to have in your custom view. The process of applying conditions to filter desired records has been made simple.
Date fields such as Today, Current Month, Current Quarter, are dynamic fields, which means that they will update automatically.
"All Conditions" vs "Any Conditions"
The main difference between these two options is that "All conditions" means that whatever criteria you select when there are multiple, Repbox will follow all the criteria chosen. Think of it like an "And." For example, if you choose "Assigned to = Joe Smith" and "Created Time = Yesterday" Repbox will populate all records that match BOTH those criteria.
While "Any Conditions" would apply if there are conflicting requirements where some may be met. Think of it as an "or" statement. For example, if you want records with different created dates to populate while all assigned to the same rep, you would select the dates in the "Any Conditions" options since a record cannot have two different created dates.
Now that you've successfully completed creating a filter, it's time to fit it to your business requirements. You have a wide variety of options to get the most out of the filter you've created.
You may have thousands of records in your Repbox. You don't deal with all of them. You can create filters and set the filter default so that you can view only most important records. By clicking on the check-box, the filter will be made default for you and NOT other users in your Repbox account.
List in Metrics
You can have details of your filter right on your home page, too. Enable the check-box to view details of your filter in widget on the home page.
Set as Public
Enable the check-box to make the filter visible for all users across your Repbox account. If a non-admin user enables this option, the filter will be in a pending state until admin approves it. Admin users can approve the filter by clicking on icon next to the filter.
Once you're done, click the "Save" button. I hope that your filter has delivered results for you.