Filters

The "Organizations" tab contains filters located on the left side of the window.

As it was mentioned in the "Interface description -> Working with filters" section user can create his or her own filters in the "Organizations" module.

If there are no filters created by the user, the system creates the "Clients" and the "Potentials" filters automatically. These filters show the organizations with the corresponding status assigned to them when adding or editing organizations. These filters can be edited using the button.

Among the filters, there are always "All" and "Deleted". The filter "All" shows all the organizations (except the deleted ones) that were registered in TeamWox. The "Deleted" filter is only visible to users that are permitted to administer the module.

Editing Filters

To create your own filter, you should press the New filter button. To modify an existing filter, press the button that appears when moving the mouse cursor over it. The window of filter editing is opened:

The left part of the window displays the existing filters. To change a filter, select it and modify its parameters in the right part of the window. To move filters relatively to each other in the list, use the and buttons that appear when moving the mouse cursor over the filters.

The following parameters are specified here:

• AND/OR — you should choose the filters condition ("AND", "OR") in the first field of the block.
• Field — you should choose the field, by which organizations/contacts will be selected for your filter. You can select this field in the list that opens if you press the arrow-like button at the end of the "Field". This list contains all the fields that can be filled out during creating a new organization/contact in TeamWox.
• Condition — you should choose a filtering condition in the "Condition" field. The possible choices according to the field chosen are: empty, filled, equal to, not equal to, starting from, containing.
• Value — if one of the last four noted conditions is chosen, you should type the desired word or phrase in the "Value" field. In other words, if you specify the "Country" field and the condition "Equal to", then you should enter the country name in the "Value" field (for example, "Australia").

To delete a rule, put the mouse cursor over it and press .

Library of Filters

For convenient organization of the work process, the library of ready-made organization filters is implemented. For example, an administrator can set up necessary filters for a manager beforehand, or the head of a department can set a task for a manager by giving a list of organization.

To open the library of filters, click Library. The list of available filters is opened:

To add a filter from the library to the list of your own filters, click . To add your filter to the library, put the mouse cursor over it and click .

Only the users that have the "Administrator" right can delete filters from the library. To delete a filter, put the mouse cursor over it and click .