Filters on List View

It can be overwhelming to see all of your Companies, People and Deals displayed on a list at once. Using Filters in List View helps you to visualize only the Records most relevant to you at the moment.

On List View, you can apply and edit Filters on the same screen as the list:

To Filter by specific field content:

1. Select the "Filter" icon adjacent to the field type at the top of the Record table to bring up the dropdown
2. Select the desired parameters for the search value (such as contains) 
3. Use the last field to enter a value for the selected field
4. Click "Apply" to add the filter

To Filter by Group:

1. Navigate to the left side of the screen to apply Group Filters
2. Click "Select Groups" to choose the Groups you would like to filter by
3. Then, choose whether you would like the filter to display pins that are in any one of the selected groups or pins that are in all of the selected groups:
   • The “Pins in any” option will display all of the pins in each selected group
   • The “Pins in all” option will display only pins that overlap in the multiple selected groups
4. Click "Apply" to add the filter

To Filter by Radius:

1. Navigate to the left side of the screen to apply Filters by radius
2. Use the slider to filter out pins outside of the desired radius (in miles) from your current location
3. To change your location, type in your address 

To remove a Filter:

1. Click on the “X” next to the filter name listed above the table
2. Or, remove all filters by selecting "Clear filters" at the top-right of the screen