Advanced Filters for Custom Fields in Opportunities! 🌟

Unlock a new dimension of search precision! The latest update brings advanced filters for custom fields in Opportunities, streamlining the search experience for your clients.

🆕

What's New?

Enhanced Filtering Capabilities:

• Users can now filter opportunities based on any custom fields created within a sub-account, enhancing search precision and efficiency.

Comprehensive Logic Support:

• The new filters can be combined with existing ones, and they also support AND/OR logic, offering users more flexibility in their search criteria.

🎛️ Supported Filters:

Multi Select Fields (dropdown and checkbox):

• Is

• Is not

Date Field:

• Yesterday

• Today

• This Week

• Last Week

• Last 7 Days

• Last 30 Days

• This Month

• Last Month

• This Year

• Last Year

• Custom

Text Fields:

• Is

• Is not

• Not empty

• Empty

• Contains

• Not contains

Numerical Fields:

• Equal to

• Less than

• Greater than

• Not equal to

• Not exists

• Exists

Monetary Field:

• Equal to

• Less than

• Greater than

• Not equal to

• Empty

• Not empty

Phone Field:

• Is

• Is not

• Empty

• Contains

• Not contains

Single Select Field (dropdown and radio button):

• Is

• Is not

📝

This release is available in Sub-Account Labs.