Filters: Example of an Advanced Selection

You want to view a selection of contacts based in the United Kingdom and which have the statuses Customer or Near sale.

In the help files (F1), you can find more information about advanced selections.

Step 1: Specify a selection of contacts based in the UK:

  1. Go to View - Contact - Contact Management and click Filter Settings in the toolbar.

  2. Click New in the Advanced tab.

  3. Click the plus sign (+) to the left of Contact and click the plus sign to the left of Address in the list that opens. Select Country and click Next.

  4. Since you only want to view contacts with addresses in the UK, regardless of their sales status, select and as Operator in the Default tab.



    In the     Conditions drop down list, select "equals" (=) and choose United Kingdom in the Value drop down list.

  5. Click OK.

The filter criteria will now be displayed in the Advanced tab.

Step 2: Specify customer status for a selection of contacts:

  1. Click New in the Advanced tab.

  2. Click the plus sign (+) to the left of Contact and Status from the list that opens. Click Next.

  3. Click the Extended tab since you need the bracket located there. Select the Operator "and" since the selection will be combined with first criteria (United Kingdom).

  4. Select the bracket ( from the drop down list Opening bracket. This step is required since this criteria will be grouped with another, for instance: contact can have the status (Customer or Near sale).

  5. In the Conditions drop down list, select "equals" (=) and choose Customer in the Value drop down list.

  6. Select (None) from the drop down list Closing brackets since the selection criteria is not yet complete.

  1. Click OK.

The filter criteria will now be displayed in the Advanced tab along with the previous criteria.



Step 3: Specify a selection of contacts based on the status "Near Sale":

  1. Click New in the Advanced tab.

  2. Click the plus sign (+) to the left of Contact and Status from the list that opens. Click Next.

  3. Click the Extended and select the Operator "or" since the criteria should exclude the previous criteria (contacts with a customer status).

  4. Select (None) from the drop down list Opening brackets since this criteria is a part of the previous.

  5. In the Conditions drop down list, select "equals" (=) and choose Near sale in the Value drop-down list.

  1. Select the bracket ) from the drop down list Closing bracket to complete the criteria for customers near sale.

  2. Click OK in order to transfer your filter criteria in the Advanced tab, where the two previous criteria are saved:


    Tip!     You can save the filter for later use. Click Save in the toolbar before the next step and enter a filter name and description.

  3. Click OK.

The contact register will now only contain contacts with UK-based addresses and with customer statuses defined as customer or near sale. The selection is made via the following expression: United Kingdom + (Customer or Near sale).

Note! In this example, the Status field was used twice to define two different statuses. This selection can only be defined using the Advanced tab. If you use the Status field in the Contact tab, you will only be able to define 1 status.

Read more about:

Advanced Selection 

Example of an Advanced Example 2