Filtering companies

Web       iOS      Android

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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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iOS

• From the Companies page in the app you can sort and filter your list of companies.

• Sort
  
  • Tap Sorted by: [Mine] to see the sort options:
    • Mine
      • View companies assigned to you.
    • Mine (Near Me)

• • • • View companies assigned to you and near you.
        
        • Select the pin icon at the top to modify the radius in miles for viewing nearby companies.

                                         

• • • • All
        • View all companies assigned and not assigned to you.

• • • • All (Near Me)
        • View all companies assigned and not assigned to you that are near you.
      • Last Call Note
        • View your assigned companies organized by the date of the most recent call note for each company.

• • Filter
    • Tap the Filter button in the top right.
      • Tap on circle to the right of the label name to select the label you want to filter by.

• • • • Tap Apply in the top right to apply the filter. 

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Android

• From the Companies page in the app you can sort and filter your list of companies.

• • Sort
    • Tap Sorted by: [Mine] to see the sort options:

 

• • • • Mine
        • View companies assigned to you.
      • Mine Near Me
        • View companies assigned to you and near you.

 

• • • • • • Tap on the pin icon in the top right to change radius for nearby companies.

• • • • All
        • View all companies within the organization.
      • All Near Me
        • View all companies within the organization and near you.
      • Last Activity
        • View your assigned companies organized by the date of the most recent call note for each company.
  • Filter
    • Tap the Filter button in the top right.

• • • • Check the box to the right of the label name to select the label you want to filter by.

• • • • Tap Apply in the top right to apply the filter.

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