Filtering Records

AllPlans.pngFiltering 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. 

Check out our quick video on creating and saving filtered lists, and we'll go into more detail below.

In this article, we'll tackle the following

Understand Filtering

If you want to narrow down a long list of records (leads, people, companies, opportunities, projects or tasks), 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 they 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 master filter in the upper right corner of any records list. This will populate a list of fields you can filter for at the right-hand side of the page:

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You'll also see individual column filters to narrow down the scope:

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You can filter by each record type (leads, people, companies, etc.), and you can filter for any field, except for text field, text area, or URL fields.

You can also filter for any/all/none for multi-select fields and tags.

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'.

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Filter and Save a List of Records

You can then save this filter if you want to refer back to it later. Check out the screencast and/or instructions below to learn how to save a custom filter:

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To create and save a custom filter set:

  1. Sign into your Copper Account and click the record type (leads, people, companies, opportunities) you want to filter from the left-hand navigation menu.
  2. Click the filter icon in the upper right of the list page.
  3. Select the fields you want to filter for.
  4. Click the blue 'Save Filter Set' button at the bottom of the filter list to save this custom filter. 

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 star next to the one you want to make your default:

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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:

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And then print the filtered list:

https://support.copper.com/hc/en-us/articles/115000939483-Support-Q-A-How-do-I-print-a-filtered-list-

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.

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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.

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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.

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Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

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