This article will guide you through creating and saving filters for your Prospects or Members/Customers.
1. Creating Saved Filters
Navigate to the Prospects or Members/Customers tab and the Filters can be located by clicking the 3 bars. Any saved filters are located above the search box.
To create a saved filter click on the 3 bars button. This will expand to see all of the filter options available. Select the desired filters from options. Once all filters have been selected for this saved filter option, click Save.
Examples of some filter options available for Members/Customers are visits or no visits in the last 30 days, card expires in 30 days, no agreement, agreement with future payments, etc. As well as by Member/Customer Type, Assigned Trainer, Gender, Age ranges, and any Custom Categories you may have created.
Examples of some filter options available for Prospects are Prospect Assigned To, not contacted within a certain time frame, Prospect Type, Gender, when prospect was added and any Custom Categories you may have created.
Type in the name for your new filter. This name will appear in your Saved Filters drop down menu. Click Yes if you want this filter to be your default. Default filter will automatically populate the list each time you click on your Prospect or Member/Customer tabs to the filter options that are saved for this filter. The final step to saving your filter is clicking Add The New Saved Lookup Filter.
2. Using a Saved Filter
Now that you have saved your new filter it will always be available when you click the Prospects or Member/Customers tab (whichever the filter was saved under). Above the list of your clients is the saved filters drop-down. Select your new filter from this list whenever you want to used it. If you have saved your filter as a default you can select the filter Reset Lookup when you want to see the complete list of clients.
3. Manage Saved Filters
You may delete your saved filters or edit your filter your default setting. To do this go to the Prospects or Members/Customers tab. Above the list of your clients is the saved filters drop-down. Select Manage My Filters to make the changes. Edit the filter name and click Update. Change the default setting by selecting Yes or No. This saves automatically. Click the x to delete the filter.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Prospect Management - Can access prospects lookup