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Custom Filters

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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.

  1. Click the Admin tab.

  2. Click Custom Filter from the Admin dropdown list.

    image-20240321-023501.png

  3. The Custom Filter (Manage and Edit Custom Filters) window opens. Click Add to add a custom filter.
    Note: Clicking the icon in the Filter column opens the Filter Summary which displays all of the filter information for that custom filter. See the Filter Summary section at the end of the article for details.

    image-20240321-025255.png

  4. The Custom Filter (Create Custom Filter) window opens allowing the user to create data filters. The data filters determine what information will show in the custom queue or preset report being created. All organization 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.)

    image-20240321-025434.png


    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.

     

  5. Click Add New Trigger.

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  6. 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.

  7. Click Add New Filter.

  8. 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.

  9. Complete the information fields in the Filter Setup section to create the data filter.

  10. Click Add once the data filter (or additional filters) is/are added.

Filter Summary

Users can view all of the filter information for a custom filter by clicking the icon in the Filter column. A Filters popup window opens displaying all of the information.

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