Filters allow the user to narrow down records within a module using a specific set of criteria, as well as customize the view or columns displayed in a module. 

In this video, the user will learn how to create a filter using Standard and Advanced filters.

[Create a Basic Filter]

In this video, users will learn how to apply additional related filters to narrow down a set of records based on additional record associations made. 

[Create a Related Filter]

Filters are also able to be duplicated. This feature is particularly helpful if you are using the same type of criteria with minor changes frequently. 

[Creating a Duplicate Filter]

**Note:

1. Default filters can be set by either editing the filter that you wish to set a default and selecting the checkbox, or selecting 'Set as Default' from the drop down context menu. 
2. When selecting 'Assigned to' as a filtering criteria, the user must type the value as the username and not First Name 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 Smiths), but username is always unique.
3. 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:
   1. 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 communcations, in advanced filter criterai include a filter for 'Email Opt Out does not equal Yes'
   2. 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'

**Email Opt outs are handled automatically by the application if the recipient selects the link included in all mass email communications for opt out. A recipient is not automatically opted out if they respond back to the communication. If you forget to the include this filter, the application will automatically remove opted out recipients from the communication. Inclusion of the filter is necessary only for the user to be able to accurately see how many emails will be sent out prior to the communication. 

**SMS opt outs are handled automatically by the application if the recipient texts: Stop, Quit, Unsubsribe or Cancel in compliance with federal regulations on SMS communications. If you forget to the include these filters, the application will automatically remove opted out recipients from the communication. Inclusion of the filter is necessary only for the user to be able to accurately see how many SMS messages will be sent out prior to the communication.