27th May, 2021 (Advance Filters in Customers)

We rolled out advance filters options in Customers, sort your data swiftly and get better view.

How can you find it?

Go on Customer -> Click on funnel ( icon beside search field) -> Select the filter and add more advance options to filter the Customer data.

Capabilities -

  • You can filter with all your fields (including custom fields) in Customers

  • You can search for all text fields to check if they are empty, not empty or have any specific values

  • You can filter any lead for any specific date range

  • You can filter Customer for any number range

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