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Filtering Data

Filters help you focus on specific records by showing only those that match your criteria.

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Adding a Filter

  1. Click Filter in the toolbar
  2. Select the field to filter by
  3. Choose an operator
  4. Enter or pick a value
The filter applies as soon as you enter or pick a value. Operators like Is empty or Is in past apply right away.

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Filter Operators

Contains matches part of the text, whatever the case. Use it to find a value in a Text field, such as a city name.
  • Select, Multi-select and Relation filters accept several values and show records matching any of them
  • Relation filters work on fields that point to one record, such as a person’s Company

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Combining Filters

Filters added from Filter combine with AND: records must match all of them. Selecting a field that already has a filter opens that filter for editing.

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Advanced Filter

Use the Advanced filter to show records that match one condition or another (OR logic):
  1. Click Filter → Advanced filter
  2. Set the first rule: a field, an operator and a value
  3. Click Add filter rule → Add rule and set the second rule
  4. On the second rule, switch And to Or
Example: people based in Paris or London
  • City Contains “Paris”
  • Or City Contains “London”
You can also:
  • Mix And and Or with Add filter rule → Add rule group. Each group has its own connector
  • Filter on a field of a related record, such as the Name of a person’s Company
  • Filter on one part of a composite field, such as the city of an address
The Advanced filter appears in the view bar as a chip, such as 2 advanced rules. Click it to edit the rules. It combines with your other filters using AND.

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Removing Filters

  • Click the X on a filter chip
  • Click the X on the advanced rules chip to remove the Advanced filter
  • To remove one rule, click the ⋮ menu at the end of its row and select Remove rule (or Remove rule group)
  • Click Reset to go back to the view’s saved filters and sorts

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Sorting Data

Sorting determines the order records appear.

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Adding a Sort

  1. Click Sort in the toolbar
  2. Choose Ascending or Descending at the top of the menu
  3. Select the field to sort by
The sort applies as soon as you select the field.

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Multiple Sorts

Add multiple sort levels:
  • First sort is primary
  • Subsequent sorts apply within groups of equal values

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Sorting from a Column Header

  1. Click a column header
  2. Select Sort
The first sort is ascending. Select Sort again to switch between ascending and descending. To remove a sort, click the X on its chip in the view bar.

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Saving Filter and Sort Settings

Save your filters and sorts to a view:
  1. Configure your filters and sorts
  2. Click Update view to save them to the current view
  3. Or click the arrow next to Update view and select Create view to save them as a new view
On default views, such as All Companies, click Save as new view.