Filtering companies

Web

• From the Companies page, click the + add filter button to see available filters.

• There are different field types and the filter options vary for each: Date, Text, Number, and Drop down.
  
  • Date 

• • Text

• • Number

• • Drop down (Applies mainly to company labels)

• Listed below are all the available fields that can be filtered:
  • Created Date
    • The date the company was created.
  • Company Name
  • Address
  • City
  • State / Province / Region
  • ZIP / Postal Code
  • Alternate Address
  • Alternate City
  • Alternate State / Province / Region
  • Alternate ZIP / Postal Code
  • Website
  • Phone
  • Fax
  • Telenotes ID
    • Auto-populated ID field for each company. Cannot be changed.
  • Contact (Full Name, First Name, Last Name, Title, Email, Phone Number, Mobile Phone Number, Fax Number, Address, City, State / Province / Region, ZIP / Postal Code)

• • Company Territories
    • Territories the company is a part of.
  • Account ID
    • Custom company ID field that can be used by your team. There may not be any data here if your team isn't using a custom ID.
  • County
  • Alternate County
    • County of the alternate address.
  • Company Notes Narrative
  • Contact Details
    • This is an open text field on the contact to keep notes for individual contacts.
  • Days Since Last Contact
    • The number of days since the last note was created on the company.
  • Address 2
    • Secondary address information for apartments, suites, PO Boxes, and other address designators.
  • Alternate Address 2
    • Alternate secondary address information for apartments, suites, PO Boxes, and other address designators.

• • [Company Labels]
    • In this example, Status is the company label option. You will see your company labels here.
• Once you've input your desired filters, click Apply Filter.
• Any added filters will show up as chips above the table and can be edited by clicking on them or removed by clicking the X on the chip.

• Manage columns but clicking on the Columns button at the top of the table to the right.

• • Add or remove columns by checking and unchecking the boxes next to the column names.

• • Reorder columns by dragging and dropping in the list.
  • Click Apply.

• After selecting your filters and columns, you can save the list for easy access whenever you need it.

  • Click Save As...

• • Name the saved list.

• • Access all saved lists by clicking the chevron icon to the right of the list name.

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