Working with Filters

Filters are an integral part of Membrain as they allow you to zoom in on a specific subset of data, helping you to focus on just the information you need.

And what's nice about filtering your data is, once you've created a view that you like, with just the information you want to see, you can save it as a View, to come back to it when you're ready. Learn more about Views in Membrain.

There are a number of ways you can filter your data. making working with the information stored in Membrain a breeze.

• Quick Filters - These are always visible selectors to help you quickly switch up your view
• Inline Filters - these are easy to build on the fly, and can also be saved for use in other areas of Membrain
• The Health Bar - Highlights the overall health of your pipeline at a glance
• Saved/Legacy Filters - A central place to create, save and manage filters across your Membrain account

Quick Filters

Using Quick Filters is a great way to quickly switch up the information you see. These Quick Filters are always visible and easily accessible from the top section of all areas in Membrain.

You can easily spot them as they are highlighted in Blue Text with a small arrow icon to the right, indicating there is a selector available for use.

Here's how Quick Filters work in the Sales Project List view, but this concept flows throughout most views in Membrain.

• Owner: Select the Sales Projects owned by Me (to see only your own Sales Projects) a specific salesperson, a Team, or Everyone's Sales Projects.
• Process: Select to show only Sales Projects in a certain Sales Process or multiple Processes.
• Status: Select to see only Open, Won, or Archived Projects, or a combination of these.
  Note: Status is not available in the Active Pipeline view as this view only shows Open Sales Projects

Inline Filters

To really dig down further into your data and filter on specific data points, click on the button. When clicked, a Filter section box will appear to the right on your screen.

Step-by-step guide on how to add an inline Filter

1. Click on to show the Filter section box. In this box, both the Quick Filters and Inline Filters that are applied will be shown:
2. Click on +ADD FILTER.
   
3. Select the Field you want to use as the inline Filter, for instance: Value.
4. Add the details to your filter. In this example, I want to select all Sales Projects with a value of 100,000 minimum, with no maximum limit.
   
5. Click OK and the inline Filter is applied.

Collapse Filter section

Just like you expand/open the Filter Section box, you can also collapse it when you're done. This means you can collapse it by clicking on the button or by hovering over it and clicking on the x-button in the top right corner.

The Health Bar

This tool shows the overall health of the Prospects, Sales Projects, or Account Growth Projects in your View. Hovering on the Health Bar gives you a preview of the health conditions.

The Examples below are from a view of Account Growth.

Clicking on one of the health conditions applies it as a filter. For instance, if you select "Yellow Flag" from this preview dialog you will only see the Accounts that have a Yellow flag as the health condition.

To reset the filter and switch back to see all your accounts, you simply hover on the Health Bar again and click Clear Health Filter.

Saved/Legacy Filters

Administrators of Membrain can view all the Filters the whole team has created, and easily manage them or create and save new ones from a central location - The Filter Admin page. Administrators can find the Filter Admin page by going to System Setup, CRM, and Filters.

Saved filters can be used in many ways throughout Membrain.

• Loading filters to apply in a list view. Having a set of saved filters can be quite helpful when you have a certain filter that is often applied, removing the need to create an inline filter each time.
• Filters can also be used in Dashboard Graphs,
• To configure Integrations to other 3rd party applications,
• And, when creating complex filters which use secondary filters.

Central Management benefits

This centrally managed area, found under System Setup, also gives you additional control over how Filters are used, with the following functionality:

• Sort the list of Filters by Name, Type, or by whom they are Available to.
• Make changes to the Filter itself, and help your colleagues or team members design and improve their Filters as needed.
• Change who has access to a Filter by editing the Viewable By and Editable By settings for each individual filter or by selecting them in this list and pressing the change available to button. This is particularly useful when you want to share a useful Filter with the rest of the team, or if someone leaves and you want to gain access to their Filters.