Filter Records

Within the Map screen, Filters allow you to focus on Records that are meaningful to you. Filters can be applied via Quick Filters, Standard Filters, or Saved Filters

Quick Filters

Quick Filters in Map My Customers are represented by pill icons at the top of the Map that you can tap to apply a desired filter or scroll to the right to see more.

Map My Customers has a variety of quick options for filtering, including (from left to right):

• Entity Type - This allows you to filter by Companies, People, or Deals.
• Nearby - Filter records within a selected number of miles of your current location.
• No Recent Contact - Filter records that have not been contacted in a selected number of days.
• Cadence Overdue - Filter records that are overdue in a cadence.
• Added Recently - Filter records that were added within a chosen time frame.
• Upcoming Activity - Filter records that have an upcoming activity attached within the Next 7 days.
• Rotting Deals - Filter Deals that are considered “rotting” because they have been in stage longer than the limit set by the team admin.
• No Location - Filter records that have no location attached to them. This brings up the List View screen since records with no location cannot be displayed on a Map. 

Apply Filters 

In addition to selecting one of our quick filter options, you can also add your filters to the Map.

Filter Types 

When adding filters, you’ll be shown a list of 4 basic filter types:

• Universal Filters – Filters that apply to all kinds of records.
• Company Filters – Filters used in Company Records.
• Person Filters – Filters used in People Records.
• Deal Filters – Filters used in Deal Records.

 Note: You can combine these filters across entity types for a unique Map view.

To apply a Filter in Map View:

1. Tap "Maps" in the Navigation Menu.
2. Tap the Filter icon at the top of the screen.
   
   
   
3. Tap "Add Filter."
4. Select a filter type. For example, to filter by groups, tap “Company Filters” Or simply type the word “Groups” on the search bar.
5. On "Show Companies" select which group you want to filter by
• “In any of” option will display all of the pins in each selected group.
• “In all of” option will display only pins that overlap in the multiple selected groups.
• "Is not in" will display all of the pins that are not part of the selected groups.
6. You can apply multiple filters at once. Once you have created all of the desired Filters, tap the “Apply” option in the top right corner of the screen. This will take you to Map View with pins matching the Filters set on display.

Once a filter is added, you can save the filters for future use or clear the filter.  

To save a filter set:

1. Tap “Save Currently applied filters” option.
   
   
   
   
2. Enter the name you want to assign to this filter.
3. Select the visibility preference:

• Only me: If you want to keep it private for yourself.
• Specific Team(s): You want a specific team to see your saved filter.
• Entire organization: Share with everyone in your organization.

4. Toggle on the bookmark option if you will use this filter frequently and would like to have quick access to it from the Map view.

5. Tap "Save"

To Clear a filter:

1. Press the red delete icon to the right of the filter you wish to remove.
2. To clear all filters currently applied, you can tap on “Clear All” button.

To apply a Filter in List View:

1. Tap "Maps" in the Navigation Menu.
2. Press the Search bar at the top of the screen.
3. Tap the filter icon next to the search bar.
4. Select a filter type. For example, to filter by groups, tap on “Company Filters” Or simply type the word “Groups” on the search bar.
5. On "Show Companies" select which group you want to filter by
• Only me: If you want to keep it private for yourself.
• Specific Team(s): You want a specific team to see your saved filter.
• Entire organization: Share with everyone in your organization.
6. You can apply multiple filters at once. Once you have created all of the desired Filters, tap on “Apply as filter” option at the bottom right corner of the screen. This will take you to Record View with the Records matching the set of filters on display. 

To edit a Filter:

1. Tap "Maps" in the Navigation Menu.
2. Tap the Filter icon at the top of the screen.
3. Edit your Filter fields. 
4. Tap "Apply."