{"id":3504,"date":"2017-05-18T10:45:45","date_gmt":"2017-05-18T08:45:45","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3504"},"modified":"2017-11-21T12:22:47","modified_gmt":"2017-11-21T11:22:47","slug":"how-to-create-filters","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-filters\/","title":{"rendered":"How to create filters"},"content":{"rendered":"<h3>In MiniCRM you can filter to:<\/h3>\n<ul>\n<li>Data stored on <a href=\"..\/what-is-an-opportunity-card-good-for\/\">Cards<\/a><\/li>\n<li>Details of the <a href=\"..\/why-are-tasks-useful\/\">next action<\/a><\/li>\n<li>Details of the <a href=\"..\/history-on-cards\/\">Closed<\/a>\/<a href=\"..\/why-are-tasks-useful\/\">open tasks<\/a><\/li>\n<li>Data related to <a href=\"..\/business-and-contact-person\/\">Businesses\/Contact persons<\/a><\/li>\n<li>Addresses<\/li>\n<li>Data of <a href=\"..\/how-can-i-filter-the-result-of-mass-emails\/\">mass emails<\/a>\u00a0and emails sent by a <a href=\"..\/how-can-i-filter-the-result-of-mass-emails\/\">follow-up sequence<\/a><\/li>\n<\/ul>\n<h3>How to create a filter<\/h3>\n<ol>\n<li>On the blue navigation, click on the <a href=\"..\/what-is-a-module-good-for\/\">term\u00e9ke<\/a> in which you would like to create a filter.<\/li>\n<li>Click on Filter on the right side.<\/li>\n<li>Choose the New filter option.<\/li>\n<li>Click the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3507\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/05\/Screen-Shot-2017-05-17-at-16.03.52.png\" alt=\"\" width=\"106\" height=\"25\" \/>\u00a0button.<\/li>\n<li>Add a <a href=\"..\/should-i-use-required-or-optional-filter-conditions\/\">required condition<\/a>. <a href=\"..\/should-i-use-required-or-optional-filter-conditions\/\">Optional conditions<\/a><strong>\u00a0<\/strong>are recommended to advanced users.<br \/>\n<strong>For example, the card&#8217;s owner is John Doe, its qualification is VIP and there is no next action.<\/strong><\/li>\n<li>In the popup window, you can see the categories on the left side and the fields on the right side. Click on the relevant field.<\/li>\n<li>After the window disappears, the selected filter condition will appear in the blue box.<\/li>\n<li>Click on the box to specify the condition. For example, the <a href=\"..\/what-is-an-opportunity-card-good-for\/\">card<\/a>\u00a0was entered at most 3 days before.<\/li>\n<li>Add all necessary filter conditions, then click the Save button to <a href=\"..\/how-can-i-copy-or-rename-a-filter\/\">name<\/a> and save\u00a0it.<\/li>\n<\/ol>\n<div class=\"alert alert-info\">Later you can <a href=\"..\/how-can-i-open-saved-filters\/\">open<\/a>, <a href=\"..\/how-can-i-open-saved-filters\/\">rename<\/a>\u00a0and <a href=\"..\/move-filters-to-trash\/\">move the saved filters to trash<\/a>.<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In MiniCRM you can filter to: Data stored on Cards Details of the next action Details of the Closed\/open tasks Data related to Businesses\/Contact persons Addresses Data of mass emails\u00a0and emails sent by a follow-up sequence How to create a filter On the blue navigation, click on the term\u00e9ke in which you would like to [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[405],"tags":[438,440,444,458,464],"class_list":["post-3504","post","type-post","status-publish","format-standard","hentry","category-customer-management","tag-field-en","tag-filter-en","tag-follow-up-sequence-en","tag-mass-email-en","tag-project-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - 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