Freshworks CRM offers filters that make searching for accounts easy.

ARTICLE NAVIGATION

Filter and Sort

You can use various fields to create a filter that refines the accounts granularly. You can then sort that refined list by their deal value, the time when they were created, updated, and last contacted, the annual revenue, and more. You can drill down further and refine these default views or create new ones from scratch. You can also add, edit, delete, save, and use as many filters as you like.

 

You can, 

  1. Use various fields to create a filter to view the records you want.

  2. Add, save, and use as many filters as you like by changing filter criteria. 

  3. Then sort that refined list by their contact status and when they were created, updated, last contacted and more. 

To use filters,

  1. In the accounts list view page, click the Filter icon.

  2. Use the search box to select the desired field.

  1. Once the field is added, choose the field values that you want to filter by.

For ex: If you’d like to use the filter Owner, choose it from the drop-down. An Owner field is added below the search box. Click the box that says Choose values to input the list of Owners by whom you want to filter.

The list of accounts changes once you modify the filters and click Apply.

  1. You can add as many filter criteria as you like by clicking the Add filter button.

How to save a custom view?

If you use a particular filtered view often, you can save it and access it quickly from the accounts view drop-down to save time and effort.

To create a new custom view,

  1. Apply the filter fields which are to be used in the view.

  2. Click the Save view as button present in the Filter pane.  

  3. Name your view and set the visibility.

Learn more about saving custom views here.  

To use sort options,

  1. Select a view from the accounts list view page. Click on the column header by which you want to sort the records.

  2. Each click lets you toggle between ascending and descending order of sorting. 

  3. Sort by any (default + custom) field, as adding any field as a column to the list view is possible in the CRM.

  4. You can also use filters in combination with the sort options to refine your results.

How do I discard my filter settings?

1. To revert to the default filter settings, just click the Reset button present below the Filter section on the left.

2. To remove one of the filter criteria, click the x icon present next to the criterion.