Filtering Options
These are the Search Column options available when building a filter in Customers List View To learn how to build a filter, check out this article: How to Add or Edit a Filter Job.NotesJob.Sale DateJob.StateJob.TypeProduct.PriceProduct.Price AdjustmentProduct.WorkerSurvey.Overall SatisfactionSurvey.Purchase Reason
| Customers Filtering Options |
| Activity.Assigned To |
| Activity.Completed Date |
| Activity.Due By |
| Activity.HasMultiplePendingCallOutActivities |
| Activity.HasPendingActivities |
| Activity.HasPendingCallOutActivities |
| Activity.Notes |
| Activity.Reference |
| Activity.Result |
| Activity.Scheduled By |
| Activity.Type |
| Add'l Contacts.Address Line 1 |
| Add'l Contacts.Address Line 2 |
| Add'l Contacts.City |
| Add'l Contacts.Email |
| Add'l Contacts.First Name |
| Add'l Contacts.Last Name |
| Add'l Contacts.Note |
| Add'l Contacts.Phone |
| Add'l Contacts.Relationship |
| Add'l Contacts.State |
| Add'l Contacts.Title |
| Add'l Contacts.Zip |
| Appointment.Date |
| Appointment.HasAppointments |
| Appointment.Lead Issued Date |
| Appointment.Notes |
| Appointment.Result |
| Appointment.Result Reason |
| Appointment.Salesperson 1 |
| Appointment.Salesperson 2 |
| Appointment.Set By |
| Appointment.Type |
| Contact.Address Line 1 |
| Contact.Address Line 2 |
| Contact.Age Group |
| Contact.Age of Home |
| Contact.Carrier Route |
| Contact.City |
| Contact.Company |
| Contact.Country |
| Contact.County |
| Contact.Do Not Call |
| Contact.Do Not Email |
| Contact.Do Not Mail |
| Contact.Do Not Text |
| Contact.DPBC |
| Contact.Email |
| Contact.First Name |
| Contact.HasDoNotCall |
| Contact.HasDoNotText |
| Contact.HasFederalDoNotCall |
| Contact.HasHouseDoNotCall |
| Contact.HasPhoneNumber |
| Contact.HasStateDoNotCall |
| Contact.HasWrittenPermissionToCall |
| Contact.Home Value |
| Contact.Income Level |
| Contact.IsLeadAndCustomer |
| Contact.Last Name |
| Contact.Last Update |
| Contact.Latitude |
| Contact.Length of Residence |
| Contact.Longitude |
| Contact.Marital Status |
| Contact.Marketing Queue |
| Contact.Notes |
| Contact.Phone Type |
| Contact.Phone/Fax Number |
| Contact.Record Creation Date |
| Contact.Record Last Update By |
| Contact.Record Source |
| Contact.State |
| Contact.Style of Home |
| Contact.Tagged |
| Contact.Title |
| Contact.Website |
| Contact.Year Home Built |
| Contact.Zip Plus 4 |
| Contact.Zip/Postal Code |
| Future Interest.Contact |
| Future Interest.Date |
| Future Interest.Description |
| Future Interest.HasFutureInterest |
| Future Interest.Product |
| Inquiry.Address Line 1 |
| Inquiry.Address Line 2 |
| Inquiry.Canvasser |
| Inquiry.City |
| Inquiry.ConnectAccount |
| Inquiry.ConnectAccountAcceptedDate |
| Inquiry.ConnectAccountRejectedDate |
| Inquiry.ConnectAccountRejectedReason |
| Inquiry.Division |
| Inquiry.HasInquiries |
| Inquiry.Inquiry Date |
| Inquiry.Lead Source Primary |
| Inquiry.Lead Source Secondary |
| Inquiry.Notes |
| Inquiry.Promoter |
| Inquiry.State |
| Inquiry.Status |
| Inquiry.Taken By |
| Inquiry.Telemarketer |
| Inquiry.Zip |
| Job.Address Line 1 |
| Job.Address Line 2 |
| Job.City |
| Job.Completion Date |
| Job.HasJobs |
| Job.Name |
| Lead Paint.Lead Paint |
| Lead Paint.Pre-1978 |
| Lead Paint.Year Built |
| LeadPaint.HasLeadPaintInquiry |
| Loan.Approved Date |
| Loan.Financed by |
| Loan.Status |
| Loan.Type |
| Product Detail.Comments |
| Product Detail.Description |
| Product Detal.Misc1 |
| Product Detail.Misc2 |
| Product Detail.Misc3 |
| Product Detail.Quantity |
| Product Detail.Unit of Measure |
| Product Interest.Description |
| Product Interest.HasProductInterests |
| Product Interest.Price Quoted |
| Product Interest.Product |
| Product.Completion Date |
| Product.Name |
| Product.Notes |
| Product.Project Manager |
| Product.Sale Date |
| Product.Salesperson 1 |
| Product.Salesperson 2 |
| Product.Service Expiration Date |
| Product.Service Start Date |
| Product.Warranty Expiration Date |
| Product.Work Crew |
| Production_Task.Assigned To |
| Production_Task.Description |
| Production_Task.End Date |
| Production_Task.Expected End Date |
| Production_Task.Expected Start Date |
| Production_Task.HasIncompleteProductionTasks |
| Production_Task.HasProductionTasks |
| Production_Task.Notes |
| Production_Task.Start Date |
| Proposal.Date |
| Proposal.Date Delivered |
| Proposal.HasProposals |
| Proposal.Sent |
| Proposal.Status |
| Service.Billable |
| Service.Completed |
| Service.Date |
| Service.Date Completed |
| Service.HasIncompleteServices |
| Service.HasServices |
| Service.Request Date |
| Service.Status |
| Service.Type |
| Service.Warranty |
| Survey.Get Other Estimates |
| Survey.HasSurveys |
| Survey.Rate Installation Crew |
| Survey.Rate Office Staff |
| Survey.Rate Sales Rep |
| Survey.Value Of Home |
| Survey.Would Refer Others |
| Testimonial.Date |
| Testimonial.HasTestimonials |
| Testimonial.Name |