Overview
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 same setup as inTouch for defining filters.
A 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.
Click the Admin tab.
Click Custom Filter from the Admin dropdown list.
The Custom Filter (Manage and Edit Custom Filters) window opens. Click Add to add a custom filter.
The Custom Filter (Create Custom Filter) window opens allowing the user creates data filters. The data filters determine what information will show in the custom queue or preset report being created. All organization applications fields are available to filter the applications based on the lead’s data in the selected field. (See the Application Fields article for details.)
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.Click Add New Trigger.
The Trigger Setup section opens. Enter a name for the new trigger in the Name field. The name will appear in the Trigger(s) field to the left.
Click Add New Filter.
The Filter Setup section opens. Select a filter type from the Filter Type dropdown list. The selected filter type will appear in the Trigger Setup/Filter(s) section.
Complete the information fields in the Filter Setup section to create the data filter.
Click Add once the data filter (or additional filters) is/are added.
