https://youtu.be/HLPVYvOjeBo

Page Location in the platform

Settings Menu → Admin Settings Subsection → Manage Filters

Filters are dropdown components that will allow users to query the result of tables and main metrics (aggregations such as pipeline, best case and more). They can be of two types:

• Base - these are Clientell filters whose logic has been defined by us. These are non removable and non editable. Example: Closing.
• Additional - These are filters from salesforce. They can be removed and edited. Any field that is boolean or categorical in salesforce becomes an additional filter on Clientell platform. Example: Stagename in Opportunity

Add and manage filters

For every dashboard on the platform, the admin can customize the visibility of the filters which can be seen on the top of the page.

As the admin clicks on any page mentioned in the list a drop down will appear with 2 tables 1st having the list of all active and inactive filters and the 2nd one provides with the option to change the order of those filters.

• Table 1

  Here is the list of all the filters which can be added to that particular dashboard. Following there name is a check box which can be used to hide or unhide the selected filter.

• Table 2

  Here, the admin can see all the selected filters. This table can be used to change the order of filters as they are visible on the respective dashboard. To change the order, just click and hold on the 6 dots just before any filters and then drag it to the desired place.

• Opportunity page filters

• Opportunity Popup Page Filters

• Opportunity Forecast Popup Filters

• Dashboard Page Filters

• Roll Up Page Filters

• Trends Page Filters

• Risk Page Filters