Skip to content
English
More support
Contact us
  • There are no suggestions because the search field is empty.

Filters on List View

It can be overwhelming to see all of your Companies, People, and Deals displayed on a list at once. Using Filters in List View helps you to visualize only the Records most relevant to you at the moment.

From the List View, you can apply and edit Filters via the “Filter" button on the left or using one of the quick filters on top

Quick filters are located at the top of the Records List page. These Filters can be applied with one singular click and allow you to customize the Filter right from the dropdown easily 

Screenshot 2025-06-17 at 10.32.09 AM.png

  • Nearby: Filter records within a specific range near your current location
  • No contact in: Filter records that have no Activity logged for a specified period of time
  • Frequency Interval: Filter records by the numeric Frequency Interval that has been assigned to your records (i.e. see all 30 day Frequency records on the Map) 
  • Frequency Status: Filter records by their Frequency status or identify which ones do not have a Frequency assigned 
  • Added in the past: Filter the records that have been created in MMC over a specified period of time
  • Next Activity: Filter records with upcoming Activities
  • Deal Status (For Deal records only): Filter Deals with a rotting status

To Filter records by a specific field:

  1. Click on “Filter” in the upper left corner 
    Screenshot 2025-06-17 at 10.34.36 AM.png
  2. Select the field you would like to Filter by from the dropdown. Note - you can only Filter the Company record list by Universal or Company associated fields
    • Filters can be layered on top of one another to focus down into the most important information by hitting the "Add Rule" button in the lower left corner of the Filter pop up
      Screenshot 2025-06-17 at 10.37.50 AM.png
  3. The Filter will then be automatically applied to the List of records. In the upper left corner - you will see the number of records being displayed out of the total accessible records (EX: 38 / 2377 in the screenshot above) 

To Remove a Filter:

Screenshot 2025-06-17 at 10.37.50 AM.png

  1. Open the Filters applied
  2. Click on the delete button on the right-hand side to remove an individual Filter rule 
    • Alternatively hit "Clear All" to remove all Filters currently applied to your List View