Customers Filtering Options

These are the Search Column options available when building a filter in Customers List View 

To learn how to build a filter, check out this article: How to Add or Edit a Filter

Job.NotesJob.Sale DateJob.StateJob.TypeProduct.PriceProduct.Price AdjustmentProduct.WorkerSurvey.Overall SatisfactionSurvey.Purchase Reason

Customers Filtering Options
Activity.Assigned To
Activity.Completed Date
Activity.Due By
Activity.HasMultiplePendingCallOutActivities
Activity.HasPendingActivities
Activity.HasPendingCallOutActivities
Activity.Notes
Activity.Reference
Activity.Result
Activity.Scheduled By
Activity.Type
Add’l Contacts.Address Line 1
Add’l Contacts.Address Line 2
Add’l Contacts.City
Add’l Contacts.Email
Add’l Contacts.First Name
Add’l Contacts.Last Name
Add’l Contacts.Note
Add’l Contacts.Phone
Add’l Contacts.Relationship
Add’l Contacts.State
Add’l Contacts.Title
Add’l Contacts.Zip
Appointment.Date
Appointment.HasAppointments
Appointment.Lead Issued Date
Appointment.Notes
Appointment.Result
Appointment.Result Reason
Appointment.Salesperson 1
Appointment.Salesperson 2
Appointment.Set By
Appointment.Type
Contact.Address Line 1
Contact.Address Line 2
Contact.Age Group
Contact.Age of Home
Contact.Carrier Route
Contact.City
Contact.Company
Contact.Country
Contact.County
Contact.Do Not Call
Contact.Do Not Email
Contact.Do Not Mail
Contact.Do Not Text
Contact.DPBC
Contact.Email
Contact.First Name
Contact.HasDoNotCall
Contact.HasDoNotText
Contact.HasFederalDoNotCall
Contact.HasHouseDoNotCall
Contact.HasPhoneNumber
Contact.HasStateDoNotCall
Contact.HasWrittenPermissionToCall
Contact.Home Value
Contact.Income Level
Contact.IsLeadAndCustomer
Contact.Last Name
Contact.Last Update
Contact.Latitude
Contact.Length of Residence
Contact.Longitude
Contact.Marital Status
Contact.Marketing Queue
Contact.Notes
Contact.Phone Type
Contact.Phone/Fax Number
Contact.Record Creation Date
Contact.Record Last Update By
Contact.Record Source
Contact.State
Contact.Style of Home
Contact.Tagged
Contact.Title
Contact.Website
Contact.Year Home Built
Contact.Zip Plus 4
Contact.Zip/Postal Code
Future Interest.Contact
Future Interest.Date
Future Interest.Description
Future Interest.HasFutureInterest
Future Interest.Product
Inquiry.Address Line 1
Inquiry.Address Line 2
Inquiry.Canvasser
Inquiry.City
Inquiry.ConnectAccount
Inquiry.ConnectAccountAcceptedDate
Inquiry.ConnectAccountRejectedDate
Inquiry.ConnectAccountRejectedReason
Inquiry.Division
Inquiry.HasInquiries
Inquiry.Inquiry Date
Inquiry.Lead Source Primary
Inquiry.Lead Source Secondary
Inquiry.Notes
Inquiry.Promoter
Inquiry.State
Inquiry.Status
Inquiry.Taken By
Inquiry.Telemarketer
Inquiry.Zip
Job.Address Line 1
Job.Address Line 2
Job.City
Job.Completion Date
Job.HasJobs
Job.Name
Lead Paint.Lead Paint
Lead Paint.Pre-1978
Lead Paint.Year Built
LeadPaint.HasLeadPaintInquiry
Loan.Approved Date
Loan.Financed by
Loan.Status
Loan.Type
Product Detail.Comments
Product Detail.Description
Product Detal.Misc1
Product Detail.Misc2
Product Detail.Misc3
Product Detail.Quantity
Product Detail.Unit of Measure
Product Interest.Description
Product Interest.HasProductInterests
Product Interest.Price Quoted
Product Interest.Product
Product.Completion Date
Product.Name
Product.Notes
Product.Project Manager
Product.Sale Date
Product.Salesperson 1
Product.Salesperson 2
Product.Service Expiration Date
Product.Service Start Date
Product.Warranty Expiration Date
Product.Work Crew
Production_Task.Assigned To
Production_Task.Description
Production_Task.End Date
Production_Task.Expected End Date
Production_Task.Expected Start Date
Production_Task.HasIncompleteProductionTasks
Production_Task.HasProductionTasks
Production_Task.Notes
Production_Task.Start Date
Proposal.Date
Proposal.Date Delivered
Proposal.HasProposals
Proposal.Sent
Proposal.Status
Service.Billable
Service.Completed
Service.Date
Service.Date Completed
Service.HasIncompleteServices
Service.HasServices
Service.Request Date
Service.Status
Service.Type
Service.Warranty
Survey.Get Other Estimates
Survey.HasSurveys
Survey.Rate Installation Crew
Survey.Rate Office Staff
Survey.Rate Sales Rep
Survey.Value Of Home
Survey.Would Refer Others
Testimonial.Date
Testimonial.HasTestimonials
Testimonial.Name

 

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