The Account List Filter is a way of filtering your data to specific Accounts that have the Owner and/or Project and/or Customer Status you have selected. The Filter also contains more options such as the tick boxes under 'Other', Query and the Contact Privacy Data options.
Click here to see the differences between Filter and Search.
Click the Filter button at the left of the Account List.
The button turns yellow when a Filter has been applied.
By default, the Filter section starts not visible and closes automatically after clicking one of either the Apply or Cancel buttons.
The Clear button will clear the current Filter. Users that have defaults set in their User Profile will not have the clear option in their Filter.
To keep the Filter always visible, go to the Menu option, Setup > Users > User Profiles, click into a User Profile and go to the Display Options heading.
Check the first box to turn the option on (i.e. the Filter is visible automatically), and tick the second box to allow the User to make the Filter not visible and visible again themselves.
Use the pin button to pin or unpin the Filter section from the Filter itself.
The default Filter method consists of the Owner, Status and Project but you have several options in the Filter.
Most options can be predefined in the User Profile for each User, this includes the default values and also whether the user can change the selections.
Name
| Description |
Owner | Select the relevant Owner to only show Accounts assigned to that Owner. |
Project | Select the relevant Project to only show Accounts assigned to that Project. |
Other | Today's tasks Select Accounts where the next date is today's date. Old Tasks Select Accounts where the next date is before today. Not called Today Select Accounts which have not been called today. As soon as an Account has been called it is removed from the call list. Must Calls Select Accounts where the Must (promised) call has been set. The purpose of the Must option is to highlight promised calls from regular callbacks. Alarms Select Accounts with Alarms set. TPS Listed Select Accounts that have been TPS Listed. |
Customer Status | Select the relevant Customer Status to only show Accounts assigned to that Customer Status. |
Query | These are saved searches or more complex filters and searches combined. Should you need a Query please get in touch with the Customer Success Support Team. |
Contact Privacy Data | To filter the Account list to see only contacts with Active, Inactive or those without Privacy Details. |
Processing Category | To filter the account list to see only contacts that have a Privacy Detail with the Processing Category that you have selected. |
Processing Channel | To filter the account list to see only contacts that have a Privacy Detail with the Processing Channel that you have selected. |
Contact Privacy Date | (Note: this filter only works while using the Contact Privacy Data option of Active or Inactive.) To filter the account list to see only contacts that have a Privacy Detail that is Active or Inactive at the date and time you have set. |
Use the Exc. option to the right of the drop-down to select all values except the one selected.
The Status selection can be either a simple drop-down where only one can be selected or a multiple-selection option.
To configure the option for multiple Statuses you will need to go to the Menu option, Setup > Database Area and select the heading of Area Usability. In this heading, you will need to tick 'Multiple status selection on account list' and Save. When selecting multiple Statuses use the Ctrl key on the keyboard and click on other items in the list.
The Project drop-down shows the list of Projects that this User is allowed to access. Use the icon highlighted below to switch between Single Projects and Multiple Projects, note: this button is only visible if Multiple Projects are enabled. If you would like to enable Multiple Projects please get in touch with our Customer Success Support Team.
You can make this option visible by going to the User Profile and under Defaults and Filters ticking the two boxes next to 'Multiple Projects'.
The Query drop-down shows the list of predefined queries. These can be created when using the Search, you will need to run a search to find the Accounts you want and then click ‘Save’ to create that as a query which you can use multiple times. You can also create a Query but clicking the ‘Edit’ button next to Query on the Filter and selecting the details you want to see.
Please get in touch with our Customer Success Support Team if you need help creating a Query.
