Authenticate Emails with SPF, DKIM, and SenderID Auto forward your emails to Vtiger Managing User Profiles Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Scheduler Creating a Workflow Webforms in Vtiger CRM Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Set up a Workflow Action to Send Mails Set up a Workflow Action to Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid type Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers Vtiger CRM Add-ons IMAP Configuration - 2-way sync between Vtiger and IMAP providers Setting up Autopay & Payment Gateways Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality for Different Scenarios Manage Multiple Currencies Marketing and Sales - Deal to Project Mapping Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering Configure My Preferences Feature My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Vtiger Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values Module Management - Module Builder Support - SLA Policies Troubleshooting Login Issues Add-Edit Unsubscribe Links in your Email Template User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Configuring Websense Trackers Websense - Widgets Module Management - Module Layouts & Fields Generate and Manage Third-party App Passwords in Yahoo Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Automation - SMS Reply Actions Adding Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Auto forward Emails from Microsoft Office 365 Adding Custom Module Login Page Customization Settings - Personalize Module Layouts Module Management - Modules Duplicate Prevention in Modules Formula Fields Adding a local DNS Entry

Introduction

Filters or views are used to separate desired records from the stack of other records and capture them in a different bucket.
For instance, you can quickly filter all the records in some particular territory and assign those records to your Sales Agent in that territory. You can also perform operations on filtered records like mass editing, deleting, sending emails, etc.

Create Custom Filters

This tutorial is designed to explain how filters are created in Vtiger CRM. We’ll explain to you how filters can be created in the Opportunities module. You can follow the same steps to create filters on other modules.

The process is the same for other modules: Leads, Contacts, Organizations, etc.

1. Click icon
2. Click Opportunities under SALES.
3. Click (+) New List
   
4. In the create list page, provide a label to your list.
5. Select desired columns you would like to see in a custom view. You can only select up to 16 columns.
   
6. You’ll need to specify conditions to filter only specific entities that you would like to have in your custom view. The process of applying conditions to filter desired records has been made simple.
   

7. All Conditions: Filters records based on AND condition.

 

8. Any Conditions: Filters records based on OR condition.

  

Providing Permissions

Now that you’ve successfully completed creating a filter, it’s time to fit it into your business requirements. You have a wide variety of options to get the most out of the filter you’ve created.

Set as Default

You might have thousands of records in your Vtiger CRM. You don’t deal with all of them. You can create filters and set the filter default so that you can view only the most important records. By clicking on the checkbox, the filter will be made default for you and other users in your Vtiger CRM account.

List in Metrics

Click the check box beside the List in Metrics to be displayed on your dashboard. On the Dashboard, click Add Widget > Mini List > Opportunities > Lead Source - Cold Calls > select columns.

Once you’re done, click on the Save button.

Providing Permissions to view

You can check the Share the list checkbox and allow only users who can see the list.

Delete a list

Click on the right side drop-down of the list name and from the drop-down choose Delete.