Advanced Filtering and Viewing for Activity Tracking

Advanced Filtering and Viewing for Activity Tracking


Struggling with the chaos of data?  Twozo’s filtering feature allows you to refine and organize data based on specific criteria. Apply AND/OR conditions to easily retrieve relevant data.

  1. Click the Filter icon at the top-left corner to access the filter menu. 

  1. Choose the option from the drop-down options like Contact, Company, Deal, Product, and Activity. Using these modules, you can establish conditions using AND and OR connectors.


  1. Define conditions using AND and OR connectors:
  1. AND:

    The result is true only if all conditions are true.
  1. If both Condition 1 and Condition 2 are true, the result is true.
  1. If either or both are false, the result is false.


  1. OR:

    The result is true if at least one condition is true.
  1. If either Condition 1 or Condition 2 is true, the result is true.
  1. If both are false, the result is false.


The Combinations of Conditions

  1. Condition 1 AND Condition 2 OR Condition 3

    The result is true if:
  1. Both Condition 1 and Condition 2 are true.
  1. If either Condition 1 or Condition 2 is false, it checks Condition 3. If Condition 3 is true, the result is true.
    If none of the conditions are true, the result is false.


  1. Condition 1 OR Condition 2 AND Condition 3 OR Condition 4
  1. Evaluate records to see if they meet both Condition 1 and Condition 3. This subset of records satisfies the combination of these two conditions.
  1. Independently, evaluate records to see if they meet Condition 2 or Condition 4.
  1. Combine results using OR: The final result will be true if either the result of Condition 1 AND Condition 3 is true, or the result of Condition 2 OR Condition 4 is true, or both.

NotesNote: The filter will first ensure that the AND conditions are satisfied, and then it will check if any of the OR conditions are true to determine the final result.

  1. Click Select Field to display available fields. 



  1. Select an operator such as is, is not, is empty, or is not empty, depending on the field type.

  2. Provide values for the selected fields. If needed, add additional conditions.



NotesNote: The count increases next to the filter header whenever a source is selected.

  1. Click Apply to filter the data based on selected criteria. To remove all filters, click Clear All.


 Steps to Save and Share a View

  1. After applying filters, click the Save View button at the top.

  1. In the dialog box:
  1. Enter a name for the view.


  1. Set permissions: Choose between Can View or Can View and Edit.

  2. Set visibility: Select Just Me, Everyone, or Specific Users/Teams/Territories.


  1. Optionally, check Prevent recipients from sharing this view with others.
  1. Click Save to confirm.


Viewing the Default and Shared Filters 

  1. Click All Activities at the top-left of the list view page to view the list of default filters, including Shared With Me and Created By Me filters.

  1. Shared With Me: This category contains filters shared with you by other users. 

  2. Created by Me: This category includes filters that you have created by yourself. 

Default Saved Filters:

Filter

Definition

All Activities

Lists all activities

My Activities

List of activities assigned to you

Today Activities

List of activities that are scheduled for today.

Overdue Activities

Displays all activities that have not been completed by their due dates.

Priority Activities

Shows all activities marked with high priority status.


Manage Filters


  1. Click the star icon to add an activity as Favorites.


  1. Hover over filters to see edit and delete icons.

  2. To edit a shared filter, ensure edit access was provided during sharing; otherwise, the edit icon will not be visible.

Sales Owners Tab


  1. Click on the Sales Owners tab to view activities assigned to specific sales owners. 


  1. Choose the sales owner from the list to view the activities associated with them. 

  2. Use the search bar to quickly find an activity associated with a particular sales owner. 




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