Filters, or views, are used to separate desired records from the stack of other records, and capture them in a different bucket. For instance, you can quickly filter all the records in some particular territory and assign those records to your Sales Agent in that territory. You can also perform operations on the filtered records like mass edit, delete, sending emails etc.
This tutorial is designed to explain how filters are created in Repbox. We'll explain you how filters can be created in the Opportunities module. You can follow the same steps to create filters on all other modules.
First, you are going to want to select the module where you want to organize your records in. Go to the top bar and select the "Opportunities" module. (You may need to click on "All" to find the module in the drop down menu that populates.)
It will look like this:
Or this:
Once you select the module, you will be directed to the "All Opportunities" list view. (Again, we are demonstrating this in the opportunities module, yet every modules default list view is ALL)
In the middle to the page, where "All Opportunities" is show, there is a little down facing arrow to the right of "All Opportunities"
When you click this arrow, a drop down list will appear.
Click the "Create New Filter" option. From there you will be navigated to "Create New View" of a filters' page.
Start off by naming the view in the "View Name" field. This is a required field and it will not let you save the view if this is not filled out.
Then select the desired columns you would like to see in this custom view. These are the fields in the Information Card of the record. For example, "Opportunity Name" , "Assigned To" , "Status", etc.
There is a maximum of 15 columns that can be added and you must have at least one required field column in each list view. (This is an option with an asterisks *)
Every option selected can be moved around to assign them in the desired order.