Filters and Sorting

Find exactly what you need

Filters and sorting help you focus on the data that matters. Build powerful queries to find records quickly and organize them logically.

Understanding Filters

Filters limit which records appear in a view based on conditions you set:

Show me:
- Opportunities where Stage = "Proposal"
- AND Value > $50,000
- AND Owner = Me

Only matching records appear in the view.

Creating Filters

1. Open filter panel

   Click the filter icon in the view header.

2. Add a condition

   Click + Add filter to create a new condition.

3. Choose a field

   Select which field to filter by (Status, Owner, Date, etc.).

4. Select an operator

   Pick how to compare (equals, contains, greater than, etc.).

5. Enter a value

   Type or select the value to filter for.

6. Apply the filter

   The view updates to show only matching records.

Filters apply immediately as you build them. See results in real-time.

Filter Operators

Different field types support different operators:

Text Field Operators

Equals

Exact match (case-sensitive).

Status equals "Active"

Shows records where Status is exactly “Active”.

Contains

Partial match anywhere in the text.

Company Name contains "Tech"

Matches: “TechCorp”, “Alpha Tech”, “Technology Solutions”.

Starts with

Match at the beginning.

Email starts with "sales@"

Matches: “[e-mail]”, “[e-mail]”.

Ends with

Match at the end.

Website ends with ".com"

Matches: “company.com”, “website.com”.

Is empty

Field has no value.

Notes is empty

Shows records with blank notes.

Is not empty

Field has any value.

Phone is not empty

Shows records with phone numbers.

Number Field Operators

Operator	Example	Matches
Equals	Value = 1000	Exactly 1000
Not equals	Value ≠ 0	Any non-zero value
Greater than	Value > 5000	5001, 10000, etc.
Greater than or equal	Value ≥ 5000	5000, 5001, etc.
Less than	Value < 1000	0, 999, etc.
Less than or equal	Value ≤ 1000	0, 999, 1000
Between	Value between 100 and 500	100-500 inclusive
Is empty	Value is empty	No value set
Is not empty	Value is not empty	Has any number

Date Field Operators

Exact Dates

Match specific dates:

Due Date is 2026-03-15
Due Date is not 2026-03-15

Date Ranges

Compare dates:

Start Date is after 2026-01-01
End Date is before 2026-12-31
Created Date is between 2026-01-01 and 2026-03-31

Relative Dates

Filter by dynamic time periods:

Today/Yesterday/Tomorrow:

Due Date is today
Due Date is yesterday
Due Date is tomorrow

This Week/Month/Year:

Created Date is this week
Updated Date is this month
Close Date is this year

Last/Next Periods:

Due Date is last week
Due Date is next month
Created Date is last 7 days
Close Date is next 30 days

Past/Future:

Due Date is in the past
Start Date is in the future

Empty/Not Empty

Check if date is set:

Due Date is empty (no deadline set)
Completed Date is not empty (task is done)

Relative date filters update automatically. “Due Date is today” always shows today’s tasks.

Select Field Operators

# Single select
Status is "In Progress"
Status is not "Completed"
Status is any of ["New", "In Progress"]
Status is none of ["Cancelled", "On Hold"]
Status is empty

# Multi-select
Tags contains "High Priority"
Tags contains all of ["Client-Facing", "Urgent"]
Tags contains any of ["Internal", "Research"]
Tags is empty

Boolean Field Operators

Is Active is true
Is Complete is false
Is Verified is empty (not set)

Relation Field Operators

# Direct relation
Company is "Acme Corp"
Owner is Me
Assigned To is any of [Alice, Bob]

# Relation properties (filter by related record fields)
Company.Industry is "Technology"
Company.Annual Revenue > 1000000
Owner.Role is "Sales Manager"

# Empty/not empty
Company is empty (no company assigned)
Team Members is not empty (has team)

Relation filters let you query across objects. Filter projects by company industry, or tasks by assignee role.

Combining Filters

Use multiple filters together to build complex queries.

AND Logic

All conditions must be true:

Show records where:
  Status = "In Progress"
  AND Owner = Me
  AND Due Date is this week

Only records matching ALL three conditions appear.

OR Logic

Any condition can be true:

Show records where:
  Priority = "High"
  OR Due Date is overdue
  OR Owner = Me

Records matching ANY condition appear.

Mixed Logic

Combine AND and OR with groups:

Show records where:
  (
    Priority = "High"
    OR Priority = "Urgent"
  )
  AND Status ≠ "Completed"
  AND (
    Owner = Me
    OR Created By = Me
  )

Read as: High or Urgent priority, not completed, and I’m the owner or creator.

Creating Filter Groups

1. Add first filter

   Create a basic filter condition.

2. Click AND/OR toggle

   Choose how to combine with next filter.

3. Add more filters

   Build up your query with additional conditions.

4. Group related filters

   Click Add Group to create nested logic.

5. Set group operator

   Choose AND or OR for filters within the group.

Filter Examples

Example 1: My Open High-Value Opportunities

Object: Opportunities
Filters:
  Owner is Me
  AND Stage is any of ["Qualification", "Proposal", "Negotiation"]
  AND Amount > 50000

Use case: Focus on your most important active deals.

Example 2: Overdue Tasks for My Team

Object: Tasks
Filters:
  (
    Assigned To is any of [Team Member 1, Team Member 2, Team Member 3]
    OR Created By is Me
  )
  AND Due Date is in the past
  AND Status ≠ "Completed"

Use case: Find tasks that need attention.

Example 3: Tech Companies Added Recently

Object: Companies
Filters:
  Industry is "Technology"
  AND Created Date is last 30 days
  AND Status is "Active"
  AND Annual Revenue > 1000000

Use case: Track new high-value prospects.

Example 4: Projects Without Deadlines

Object: Projects
Filters:
  End Date is empty
  AND Status is not "Completed"
  AND Created Date is before 2026-01-01

Use case: Find old projects that need deadline updates.

Sorting

Control the order records appear in views.

Adding Sort

1. Open sort menu

   Click the sort icon in the view header.

2. Choose field

   Select which field to sort by.

3. Choose direction

   Pick ascending (A-Z, 1-9, oldest first) or descending (Z-A, 9-1, newest first).

4. Sort applies

   Records reorder immediately.

Sort Examples

Alphabetical:

Sort by Company Name (A → Z)

Chronological:

Sort by Created Date (newest first)
Sort by Due Date (soonest first)

Numerical:

Sort by Deal Value (highest first)
Sort by Priority Score (lowest first)

Status Order:

Sort by Status (custom order based on select options)

Multi-Level Sorting

Sort by multiple fields:

1. Sort by Priority (High → Low)
2. Then by Due Date (soonest first)
3. Then by Company Name (A → Z)

Records with the same priority are sorted by due date, and same due date by company name.

1. Add first sort

   Choose primary sort field.

2. Click Add Sort

   Add a secondary sort condition.

3. Continue adding

   Add more sort levels as needed (up to 3 recommended).

4. Reorder sorts

   Drag sort conditions to change priority.

Sort Direction

Ascending (↑):

• Text: A → Z
• Numbers: 0 → 9
• Dates: Oldest → Newest
• Boolean: False → True

Descending (↓):

• Text: Z → A
• Numbers: 9 → 0
• Dates: Newest → Oldest
• Boolean: True → False

Null Values

Empty fields appear:

• Ascending: At the end
• Descending: At the end

To show empty values first, create a filter group.

Saving Views with Filters and Sorting

Save your filter and sort configuration:

1. Set up filters and sorting

   Configure the view exactly how you want it.

2. Click view options

   Open the view dropdown.

3. Save as new view

   Choose Save as… to create a new view, or Save to update current.

4. Name the view

   Give it a descriptive name:

   High Value Opportunities - My Active Deals
   Overdue Tasks - Team View
   Recent Tech Companies
   

The view saves your filters, sorting, columns, and other settings.

Quick Filters

Temporary filters without changing the view:

1. Click the filter icon in a column header
2. Choose operator and value
3. Filter applies immediately
4. Click X to remove

Quick filters don’t save to the view.

Filter Performance

Fast Filters

These filter types perform well even with many records:

• Select field equality (Status = “Active”)
• Boolean checks (Is Active = true)
• Relation equality (Owner = Me)
• Simple date comparisons

Slower Filters

Use these sparingly on large datasets:

• Text “contains” searches
• Relation field properties (Company.Industry = “Tech”)
• Complex multi-level OR groups
• JSON field queries

Combine fast and slow filters. Apply fast filters first to narrow results, then slow filters on the subset.

Best Practices

Create focused views

Instead of one view with changing filters:

• Create separate views for common filters
• Name them descriptively
• Share with relevant team members

This is faster than rebuilding filters each time.

Use relative dates

Prefer dynamic date filters:

✅ Good:

Due Date is this week
Created Date is last 30 days

❌ Avoid:

Due Date is 2026-03-17

Relative filters stay relevant without updates.

Combine filters efficiently

Structure filter groups logically:

✅ Efficient:

Status is "Active"
AND (
  Owner is Me
  OR Created By is Me
)

❌ Inefficient:

(
  Status is "Active" AND Owner is Me
)
OR (
  Status is "Active" AND Created By is Me
)

Both work, but the first is cleaner and faster.

Sort meaningfully

Choose sort orders that help your workflow:

• Tasks: Due date (soonest first), then priority
• Leads: Score (highest first), then created date
• Deals: Stage (pipeline order), then value
• Projects: Status, then deadline

Test complex filters

When building multi-condition filters:

1. Start with one condition
2. Verify it works
3. Add another
4. Check results
5. Continue building

This prevents confusion from complicated queries.

Troubleshooting Filters

No Results Showing

Possible causes:

• Filters are too restrictive
• No records match all conditions
• Date filter using wrong format

Solution: Remove filters one by one to find the issue.

Unexpected Results

Possible causes:

• AND/OR logic not structured correctly
• Filter groups need parentheses
• Field values are empty

Solution: Simplify filters and rebuild step by step.

Slow Performance

Possible causes:

• Too many text “contains” filters
• Complex relation filters
• Large dataset

Solution: Use indexed fields (select, boolean, relations) when possible.

Next Steps

Table Views

Apply filters in table format

Kanban Views

Filter kanban boards by stage

Workflow Automation

Create workflows triggered by filter conditions