Filters

Overview

Filters in MiniCRM allow you to quickly find and view only the cards or data you’re interested in. They help you search based on various conditions such as fields, users, dates, and more. Filters are available in modules like Sales, Support, and Projects.

Creating Filters

You can create a new filter by selecting “Create Filter” or “New Filter” at the top of any module view.
After giving it a name, apply the conditions you want it to filter by.

Filter Conditions

You can narrow your search results using different types of conditions, such as:

• Text fields (e.g., name, company)
• Dropdowns and checkbox fields
• Number and date fields
• User-related fields (e.g., Who is responsible?)

These conditions use filters like “is,” “is not,” “contains,” “starts with,” “greater than,” “before,” etc.

Field Selection

When setting up a filter, any fields related to that module (including custom fields) can be used.
You can also filter based on:

• Status of the card
• Tags
• Assigned user
• Source (where the card came from)
• Deadlines or expiration dates

Saving and Modifying Filters

• Filters can be saved for repeated use.
• You can rename, duplicate, or delete existing filters.
• If you modify an existing filter, you have the option to save the changes or discard them.

Public and Private Filters

• Filters can be made public (available to all users) or private (visible only to you).
• Public filters are useful for shared workflows among teams.

Sorting and Display Options

• Within a filter, you can sort cards by any column you choose—such as date, name, or user.
• You can also choose which columns are shown in the filtered view for easier navigation.

Using Filters in Practice

Filters are essential for managing tasks, sales pipelines, and customer service workflows.
For example, you can filter cards that are:

• Overdue
• Assigned to a specific user
• Contain certain tags
• Meet specific priority levels