Smartlists - Missing Filter Options
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Daniel Greenhow
We are missing some core filters when creating smartlists. The following are currently missing for each field type and it would be very helpful to be added as options:
Is Empty
is Not
Tags: is not any of (then list multiple tags)
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Pallavi Kothari
complete
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Hayley Brown
Pallavi Kothari it would be good to be able to filter out when a last call, email and text was sent in a date range on or after on or before. Same like close crm has very advanced filters so the sales team can create lists of leads last contacted and focus on the oldest to newest based on when they were last contacted
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Pallavi Kothari
Thanks for the feedback. We have made a major release to the smartlist filters.
Key updates to the smartlist filters include:
Standardization of Existing Filters: We have standardized existing filter options to ensure consistency and ease of use across the platform.
added “Is Not” option to Wildcard Name, Postal Zip Code, Type filter.
added “Range” option to Date of birth.
Addition of Missing Options in Custom Fields: The custom fields filter now includes “is empty,” “is not,” “contains,” and “does not contain” options, providing users with greater flexibility in refining their searches.
Enhanced Date Filtering: The custom date field filter now added “this month” and “in month” options.
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Edison Lopez
Pallavi Kothari Is the Created On filter going to eventually have “this month” and “in month” options?
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John M
"greater than" "less than" are a must for different fields... like age of lead, or birthdate
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John M
actually birthday range is an option!
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Shannon Zastrow
Yes PLEASE. Basic automation and CRM filtering functionality. These oversights make GHL seem minor league.
Andy Esto
Surely this is bread and butter for the devs. Definitely an oversight in the dev roll out. This topic needs to be UNDER REVIEW.
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Sam Callen
this is definitely needed
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Daniel Greenhow
Smart Lists are still missing some basic filter options (is empty, is not, is none of etc) for text-based custom fields which is causing our clients some big frustrations when creating smart lists of people to email and SMS for things like Black Friday, New Years campaigns etc.
It doesn't really feel like an idea, more of something accidentally missed by GHL devs as these filter options do exist for some field types, but not text-based custom fields for some reason.
Would love added (See example screenshot):
- Is Empty
- is Not
- Does Not Contain
Tags: is not any of (then list multiple tags)
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Brad Brondt
This is definitely needed. For instance, I am encouraging my clients to call their past clients every 90 days. I would like to have a list that shows contacts based on a most recent call date field being empty or if the date is greater than 90 days ago.