Advanced Filtering
Eighteen operators the server resolves, changing with the type of column you are standing on, and a search box running against a trigram index. This is the mechanics; keeping the answer is what a view is for.
Building a query on eleven thousand leads
612 matching- StagetextContainsProposal
- Contract valuenumberBetween25,000 and 250,000
- Last toucheddateBefore14 days ago
- OwnertextEqualsM. OrtizorEqualsS. Bhatt
- Fleet sizecustomStarts with250 to
- equals
- notEquals
- greaterThan
- lessThan
- greaterThanOrEqual
- lessThanOrEqual
- between
- empty
- notEmpty
Product figures from the platform’s own defaults - not customer averages
How it works.
The column offers what it can answer
Text takes contains, starts, ends, their negations and the two emptiness checks. Numbers take the four comparisons and between. Dates take before and after. Which of them you are shown is decided by the type the column holds.
The menu and the resolver agree
The grid draws eighteen operators and the server resolves every one of them, a date range and both not-between forms included. What you pick off the menu is what narrows the list, which is why a view built on one behaves the same tomorrow.
Searching and filtering are not the same tool
The search box runs a trigram index built over the two name columns, email, two of the four numbers, job title and city. It needs three characters and returns a bounded match set, because it is a find box rather than a report.
Where a custom-field filter is resolved
Contains and equals on a custom field are pushed into the database, which narrows what has to be fetched. The comparison itself still happens in memory over that slice, as does any group joining conditions with and or or.
One moment in every record.
Every record passes through the same seven. Advanced Filtering is the lit one, and everything either side of it is a different page in this category.
- 01Capture
how it arrives, and from where
- 02Shape
the fields and stages it carries
- 03Find
getting back to the right ones
- 04Work
what happens against it day to day
- 05Advance
moving it towards a decision
- 06Protect
who may see it, and staying clean
- 07Report
what the floor is judged on
The specifics.
8 facts- Operators
- Contains, starts, ends, equals, the four comparisons, between and not between, before, after, a date range, and the emptiness checks with their negations
- Text columns
- Take eight of the eighteen, both emptiness checks among them
- Date columns
- Before, after, and a range between two dates, resolved on the server like every other operator
- Search index
- First and last name, email, two of the four numbers, job title and city
- Search floor
- Three characters minimum, and the match set is capped at five hundred
- Custom fields
- Any filter on one costs an in-memory pass, whatever the operator
- That pass
- Ten thousand rows at most. Past that, the count and the page describe the window
- Paging
- Twenty-five rows a page unless you say otherwise, capped at two hundred
What else writes to this record.
A record is worked by more than one part of the system at once. These are the ones that put something on it, or read it back.
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The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Leads & Sales CRM
See advanced filtering on your own floor.
Thirty minutes, your numbers and your data. We will set advanced filtering up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included