To create using the 3-step a filter method (from scratch), follow these steps:
Step 1 Log into CallTrax NEXT
Step 2 On the landing page, click on Discovery from the main menu
Step 3 Click Research
Step 4 The filter window should be extended. If it isn’t, click the Filter icon to extend it
Step 5 Click on the located in the bottom left hand side of the page to add a new condition box
Step 6 Click on the empty New Filter condition box and a three-step box will appear containing: Field, Operator and Value
Step 7 Select a Field
7.1 Click the drop-down arrow in the Field box
7.2 Click on a field to select it
Note: A search function can be applied for the Field. Simply begin typing in the box and any fields that contain the entered set of characters will display below in the available list.
Step 8 Select an Operator
8.1 Click the drop-down arrow in the Operator box
8.2 Click on an operator to select it
Step 9 Select the Value(s)
9.1 Type in the Value or click the drop-down arrow to select a lookup value if the field contains any lookup values available
9.2 If more than one value is desired, click the plus symbol within the Value box
Note: Typing in the box will apply the search function to make it easier to locate specific values.
Step 10 Click Done once all selections are made
Step 11 To add more filter conditions, click on the and another condition box will appear
11.1 The default connector is AND
11.2 To switch it to “OR”, click on the connector to toggle between connector options
11.3 Follow steps 8 – 11 for building the filter condition
Step 12 To group 2 or more “OR” statements, place a check mark in the boxes to the left of the filter condition boxes
12.1 Click the “Group Conditions” button , located directly to the right of the plus symbol.
Note: The Group Conditions is used when needing to combine more than one OR condition to apply as a single application. For example, if we are looking to find records that are Retail and have either $30,000 in Deposits OR $50,000 in Loans, we would want to group the deposit and loan conditions in order to apply the Retail condition to both.
Step 13 To ungroup conditions, place a check mark in the boxes to the left of each filter condition box that has been grouped
13.1 Click the “Ungroup Conditions” button , located directly to the left of the trash can symbol.
Step 14 To remove a filter condition, click the “X” in the upper right hand corner of the condition box
Step 15 To apply the filter just built, click the Activate button on the bottom right hand side of the filter box
15.1 The filter window should slide away, displaying those records that match the filter criteria just activated
15.2 If the Filter window doesn’t slide out of view, click the Filter icon to toggle it out of the way to view the qualified records
Step 16 To remove ALL filter condition boxes within the window, click the button at the bottom of the filter window
Article Reference: CLTX201