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The Custom Filter feature enables administrators to create custom data filter sets/queries that can be used in combination with other Insellerate features: Custom Queues and Preset Reports. This uses the The same setup as is used in inTouch for defining filters.
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A Custom Filter custom filter is required to be built before using a Custom Queue or Preset Report. |
Create a Custom Filter
Note: The user must have the appropriate Administrator permissions to perform this task.
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Click the Admin tab.
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Select Custom Filter from the Admin dropdown list.
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The Custom Filter (Manage and Edit Custom Filters) window opens.
Click Add to add a custom filter.
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The Custom Filter (
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Add Custom Filter) window opens
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This window allows users to create data filters. The data filters determine what information will show in the custom queue or preset report being created.
All organization
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application fields are available to filter the applications based on the lead’s data in the selected field. (See the Application Fields article for details.)
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Additional information and examples on how to complete the data filters are found in the Triggers and Setting Up a Continuous Path Regardless of Status articles.
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Enter the filter name in the Name field. Enter a description if desired.
Select the branch from the Branch Association dropdown list.
Click Add New Trigger.
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In the Trigger Setup section
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, enter a name for the new trigger in the Name field. The name will appear in the Trigger(s)
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section to the left.
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Click Add New Filter.
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Complete the information fields in the Filter Setup section to create the data filter.
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Click Add once the data filter (or additional filters) is/are added.
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In the Filter Setup section, select a filtering option from the Filter Type dropdown list.
Add a description if desired. This is not required.
Note: Customers who leverage the aiThena call sales review products can create custom queues and filters based on all AI Analysis records associated to a lead. Filters can be applied to Deal Probability Score, Agent or Client Sentiment Scores, or any other AI-related score.
The selected filter type will appear in the Trigger Setup/Filter(s) section.
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In the Filter Setup section, complete the fields that open with the filter setup selection. The fields are different for each of the dropdown options. In this example, selecting Birthday from the Filter Setup dropdown list results in the Time Zone field and Is Borrower/Is CoBorrower check boxes appearing.
Click Add when the filter data is complete.
A green popup notification confirms the new custom filter is successfully added.
The new custom filter is listed in the Custom Filter/Manage and Edit Custom Filters page.
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Filter Summary
Users can view all of the filter information for a custom filter by clicking the icon in the Filter column on the Custom Filter/ Manage and Edit Custom Filters window. A Filters popup window opens displaying all of the information.
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