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Home > Dashboard Elements > Panel Toolbar > List Filtering

List Filtering

List Filtering can further restrict the data displayed in the List View.  Multiple columns can be filtered at the same time. Filtered Lists cannot be graphed, but consider using a Query Panel (if using ACT! 2010).

  1. Click on the funnel symbol in the column title.  A list of filter options will appear.

  2. Filter options are:
    1. All (or Remove Filter)
    2. Custom
    3. Blanks (all rows which have this column blank)
    4. NonBlanks (all rows which have data in this column)
    5. Unique values found in the column
  3. Data is filtered by column selection.  The colored funnel indicates a filter is being used. In this example, ID Status is filtered to only show Employees.

Custom Filters

Custom filter behave like simple queries.  Conditions can either be ALL "and" or ALL "or".

  1. If a custom filter is selected, the Custom Filter dialog box will appear.

  2. Select the appropriate Operator and provide the Operand (or Value)

  3. Click on the Add a Condition button to add additional conditions to the filter.

  4. To delete or remove, press the button to the left of the condition to select it, then press the Delete Condition button.

  5. All conditions must be either And or Or.  Select the appropriate conjunction and click OK to finish.

  6. The resulting filter is then displayed. In this example, Activities for Contacts who's ID/Status contains Employee, but not Customer, are displayed.

See also

  
HelpConsole 2008 - Enterprise Edition

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