New Filtering Workflow

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As you collect more company data, being able to learn more about all of your companies becomes critical. The best way to go about this is to create filters which is why we have rebuilt them from the ground up.

Now when you build a filter you will be greeted by the same beautiful card layout you’re used to on the company profile. You can easily search and scroll through every field available to you and creating a filter is as simple as selecting the value you want. Easily build complex filters by selecting multiple values and see what companies match as soon as you close the modal.

Some additional tips:

  • Select any existing filter chip to change its value without needing to rebuild your query
  • Hover over any field to get access to all of your potential modifiers
  • You still have access to all of the same tools to save and edit filters to the top-left of the modal and you can search across your fields using the search input below
  • The Configure Table and Export buttons are still available to the upper-right of the table
Here the Agreements Completed chip was selected so you change any of the values or modifiers.
Here the Agreements Completed chip was selected so you change any of the values or modifiers.
Hover over any of the fields to see a blue arrow that lets you select any modifier including those that don’t require a value.
Hover over any of the fields to see a blue arrow that lets you select any modifier including those that don’t require a value.