Filter a list

Filters are how you get every record matching a rule, rather than the best few matches search would give you. Every list page has the same filter panel.

1. 1Open the list page for the kind of record you want — customers, opportunities, contacts, leads, or activities.
2. 2Open the filter panel and click Add filter.
3. 3Pick the field, pick how to compare it, and give the value.
4. 4Add more with Add condition. Conditions in the same group are combined with and, so each one narrows the list further.
5. 5The list updates to show everything that matches.

Custom fields are filterable. Anything your company added to a record — a project number, a region, a category of your own — appears in the field list alongside the built-in ones. This is the reason filters answer questions search cannot: search only reads names, filters read fields.

Ranges. Numeric and date fields offer greater-than and less-than comparisons, so "postcode from 8000 to 8999" is two conditions on the same field rather than a text search. Dates also have shortcuts like Last day of last month so a view stays correct as time passes instead of freezing on a hard-coded date.

Either/or. When you need "this OR that" rather than "this AND that", use Add group. Conditions within a group are joined by and; the groups themselves are joined by or.

Use Clear all to start over.

Once the list is right, two things are worth doing: save it as a view so you never rebuild it, and export it if you need the data outside DealJourney. The export always follows the filters currently applied, so filter first.