Unlocking New Search Precision: Introducing Advanced Filters for Custom Fields in Opportunities

We are excited to unlock a new dimension of search precision with the latest update that brings advanced filters for custom fields in Opportunities, streamlining your search experience.

What’s New?

Our system now comes with enhanced filtering capabilities. You can filter opportunities based on any custom fields created within an account, enhancing search precision and efficiency. Furthermore, our comprehensive logic support allows these new filters to be combined with existing ones. They also support AND/OR logic, offering you more flexibility in your search criteria.

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Supported Filters:

Multi Select Fields (dropdown and checkbox):

Information can now be filtered with the following parameters:

  • Is
  • Is not
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Date Field:

Our system now has the capability to filter data using the following conditions:

  • Yesterday
  • Today
  • This Week
  • Last Week
  • Last 7 Days
  • Last 30 Days
  • This Month
  • Last Month
  • This Year
  • Last Year
  • Custom
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Text Fields:

This feature can filter data based on the following attributes:

  • Is
  • Is not
  • Not empty
  • Empty
  • Contains
  • Not contains
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Numerical Fields:

Sort data using the following conditions:

  • Equal to
  • Less than
  • Greater than
  • Not equal to
  • Not exists
  • Exists
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Monetary Field:

Our system now has the ability to categorize based on the following parameters:

  • Equal to
  • Less than
  • Greater than
  • Not equal to
  • Empty
  • Not empty
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Phone Field:

This feature can filter data using the following:

  • Is
  • Is not
  • Empty
  • Contains
  • Not contains
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Single Select Field (dropdown and radio button):

You can sort your data based on the following:

  • Is
  • Is not
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This new release is now available in your account. Enjoy a more streamlined search experience with enhanced filtering capabilities.

In Case You Missed It
Looking for more updates? Check out our latest article on introducing streamlined invoicing custom invoice templates for streamlined financial operations.

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