Filtering allows you to narrow down a list of records (leads, people, companies, opportunities, projects or tasks) based on criteria you choose. You can then save or export this filtered list.
In this article, we'll tackle the following
Understand Filtering
If you want to narrow down a long list of records, you can filter the list by the value of a default or custom field, a certain number of interactions, specific default or custom activity types, or even the days a record has been inactive. You can then save this list to come back to it during your daily workflow, or you can export it for more meaningful reporting.
Filtering is different from searching because the end goal of filtering shows you a list of records meeting the criteria you've specified, whereas search typically helps you find a single, targeted record. Click here to learn which default fields are filterable and which are searchable.
You'll see a filter icon in the upper right corner of any records list. This will open a list of fields you can filter for at the right-hand side of the page.
You're also able to sort your list based on the columns in that list:
You can filter by each record type (leads, people, companies, etc.), and you can filter for any field type or tag.
You can also filter for any/all/none for multi-select fields, tags, text fields, and text areas.
For example, if you want to only view People records that are marked as Potential Customers, you can click on your filter, choose 'Contact Type', and mark 'Potential Customer'.
Filter and Save a List of Records
You can then save this filter if you want to refer back to it later.
To create and save a custom filter:
Sign into your Copper Account and click the record type (leads, people, companies, opportunities) you want to filter from the left-hand navigation menu.
Click the filter icon in the upper right of the list page.
Select the fields you want to filter for.
Click the blue 'Save Filter' button at the bottom of the filter list to save this custom filter.
Select if you would like the list to be saved as a Public or Private list.
The user who creates the list will set the list name & default columns, only this user will be able to edit the list.
Public Lists are accessible by all users of your Copper, Private Lists are only accessible to the user who created the list.
This allows you to create a number of different saved views that you access whenever you need. You can even turn one of your saved filtered lists into your default list for that record page. To do so, just click the drop-down in the upper right of the records page to access your saved filtered lists and click the bookmark next to the one you want to make your default:
It’s a great way to stay organized and on top of the records you need to follow up with.
You can then download this list by clicking the three dots:
Filtering by Activity Type and Connect Fields
Copper also supports filtering by activity type, meaning you can filter your lists of records to see records that have had specific activity types logged on them. When filtering by activity types, you can filter for an individual activity or multiple types. You can also filter to see records which have any, all, or none of the specific activity type you have selected.
In one instance, you might want to filter your list of Leads to see which Leads have a logged phone call on them. You can do this by applying an activity type filter to Leads that says “Match ANY of the following” with the “Phone Call” activity type selected.
Conversely, you might want to filter your Opportunities to see which ones have never had a meeting logged. To do this, you can filter your Opportunities with an activity type filter that reads “Match NONE of the following” and select “Meeting” as the activity type.
If you want to view People records that have received BOTH a phone call and a meeting you would filter with “Match ALL of the following” and select both Meeting and Phone call. If you wanted to view People who have received a phone call OR a meeting, you would filter with “Match ANY of the following” and select Phone Call and Meeting.
Please note: If you'd like the option to filter your records by a custom activity type, you must check “Count as interactions” when creating your custom activity.
Finally, you can also filter Connect Fields, meaning you can filter your records by the connections and relationships you’ve defined with Connect Fields. This allows you to filter your lists to see records that fall under any, all or none of the connections you’ve defined.
This may sound confusing in the abstract, so let’s use a common example; a manager/managee hierarchy.
Let’s say you’ve set up a Connect Field as “Manager of” and “Managed by” and your two managers are Frank and Ada. You want to see people who are Managed by Frank and Ada, so you add them to the filter.
Using Connect Field Filtering, if you filter to say…
Match ANY of the following - you will see people records who are managed by either Frank or Ada.
Match ALL of the following - you will see people records who are managed by both Frank and Ada.
Match NONE of the following - you will see people records who are not managed by Frank or Ada.
Please note: If you are not seeing the ability to filter a specific activity type or connect field, you may need to edit the activity type or connect field to be included in filters. To do this, navigate to Settings > Customize > Manage Fields On Records. Click "Edit Custom Fields" and click the pencil icon next to the field you want to edit. Make sure the box for "Include in Filters" is checked. Click "Save" and you should be all set.
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