Creating and Saving Filters

Creating and Saving Filters

For those who used Gorilla 4 previously, Filters replaced Selection Rules. You can filter by pretty much any field in the database. The instructions below will give you a general set of instructions on how to apply filters to get the results you are looking for.

Creating a Filter

  1. Go the Contacts Workspace
  2. Select Households, Contacts or Companies, depending on where you need to set your filter.
  3. You will notice a few filter chips already displaying by default.
  4. If you need a different filter chip, click on the Filter Options button and then click Add filter fields
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  5. In the new window, you can search at the top or scroll down to find what you need. Check the box for what you want to add and then click OK. In my example, I am adding Communication Status.
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  6. Once you click OK, you will be prompted to choose the Operator and Text value for what you have chosen. Enter in your criteria and click Apply.
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  7. The results will be displayed on screen. Apply as many filters as you need.

Saving Your Filter

  1. Click on the Save icon at the top right of your screen.
  2. You will then be prompted to enter a name for the filter. By default, the Add to Favorites box will be checked. You can also add a description.
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  3. If other people in your office will need to use this filter as well, click on the Security tab and select the option for Public.
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  4. Click Save As and your filter will now appear at the top of your screen.

Adding a Saved Filter to Your Contacts Workspace

If someone has created a filter and you want to be able to use it as well, you can add it to your contacts workspace.

  1. Click on the Favorites icon from the top right.
  2. In the new window, look for the filter you want to add and check the box next to it. Here, I will add the 70 ½ filter that was created by another member of my team.
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  3. Click OK and the filter will now appear on your Contacts Workspace.
  4. Click on the new filter to see the results.

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