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- Default filters can be set when creating a new filter or editing an existing filter by selecting “Set as Default (Personal)”.
- When selecting ‘Owner’ as a filtering criterion, the user must type the value as the Username and not the First or last Name to be filtered upon. The reason for this is that First Name Last Name is not always unique (ex. Each company may have several John SmithsSmith's), but the username is always unique.
- If you are creating a filter to add to a campaign you may want to consider adding additional criteria to the filter to display an accurate number of recipients:.
- Email Campaigns - when emailing you want to filter out all of those recipients that are marked as email opt out. Vantage CRM automatically handles opt outs via a link included with all mass emails. to filter out records that are opted out from communications, in advanced filter criteria include a filter for 'Email Opt Out does not equal Yes'
- SMS Campaigns - When sending SMS you want to filter out all those potential recipients that do not contain a mobile number, mobile number that has been verified, or is SMS opt out. Additional filters to apply are 'Mobile is not equal to (blank)' (where the criteria is left blank); 'Mobile Verification is equal to 'Yes''; and/or 'SMS opt out is not equal to Yes'
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