Using filters to narrow your searches in FieldPulse makes it easy to find what you need. While the available filters vary between record types, we will overview the common filter qualities to best prepare you to utilize filters in your account!

To begin, select Show Filters.

You can select the statuses and/or methods you'd like to include in your search. Additionally, search for and select fields like Team Member, Tags, and Customer.

To filter by custom fields, begin by selecting the custom field you'd like to use. Then, type the field contents you'd like to filter by under Custom Field Value. This will only show results that have these contents. When you're finished, press Add Custom Field. You can repeat this process with multiple custom fields until you're happy with the way you've filtered your search.

After filtering by a variety of fields, you can easily save your filter for future use. Name your filter under Save above selection as Filter, then press Save Filter.

When you're ready to use one of your saved filters again, you can find it under My Filters.