Filters on Map view

It can be overwhelming to see all of your Companies, People, and Deals displayed as pins at once. Using Filters in Map View helps you to visualize only the pins most relevant to you at the moment.

To Access Filtering via Map View:

1. Click "Map" in the Navigation Menu. Here you will see all the filtering options at the top of the Map page 

Filters are divided into two categories: Quick filters and Standard filters

Note: If you want to layer the map by entities (Companies, People or Deals), click on the colorful filter buttons on top of the page

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

• 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 
2. Select a filter type:
   
   Universal Filters: Filter by non-object specific fields such as Date created, Location, Owner, and more
   Company Filters: Filter by Company related fields such as Name, Parent Company, Address, or Custom fields
   Person Filters: Filter by People related fields such as Company associated, First or Last name
   Deal Filters: Filter by Deal related fields such as Funnel, Deal stage, or Relationship
   
   
3. Select the desired field from the Filter type. Filters can be layered on top of one another to focus down into the most important information.
   
   
4. The filter will then be automatically applied to the map

To learn more about Saved filters, visit this article

To remove a Filter:

1. Navigate to “Applied Filters”
2. Click on the “” next to the filter name
3. The filter will be removed from the list under the “Applied Filters” section