Unlock a new dimension of search precision! The latest update brings advanced filters for custom fields in Opportunities, streamlining the search experience for your clients.
🆕 What’s New?
Enhanced Filtering Capabilities:
– Users can now filter opportunities based on any custom fields created within a sub-account, enhancing search precision and efficiency.
Comprehensive Logic Support:
– The new filters can be combined with existing ones, and they also support AND/OR logic, offering users more flexibility in their search criteria.
🎛️ Supported Filters
Multi-Select Fields (dropdown and checkbox):
– Is
– Is not
Date Field:
– Yesterday
– Today
– This Week
– Last Week
– Last 7 Days
– Last 30 Days
– This Month
– Last Month
– This Year
– Last Year
– Custom
Text Fields:
– Is
– Is not
– Not empty
– Empty
– Contains
– Not contains
Numerical Fields:
– Equal to
– Less than
– Greater than
– Not equal to
– Not exists
– Exists
Monetary Field:
– Equal to
– Less than
– Greater than
– Not equal to
– Empty
– Not empty
Phone Field:
– Is
– Is not
– Empty
– Contains
– Not contains
Single Select Field (dropdown and radio button):
– Is
– Is not
📝 This release is available in Sub-Account Labs.