Bigin Astuce #7 : Filtres Avancés
Bonjour à tous,
En plus des différentes vues disponibles, vous pouvez filtrer les enregistrements en fonction de certaines valeurs précises.
Une recherche normale peut donner des résultats liés au mot clé que vous avez recherché, tandis que les filtres avancés vous donnent l'enregistrement exact que vous recherchez. Par exemple, si vous souhaitez afficher les contacts ayant conclu des affaires au cours des cinq derniers mois, il vous suffit d'appliquer le filtre et d'obtenir les enregistrements correspondant aux critères.
Voici les différents types de filtre à votre disposition :
Les filtres de suivi du temps : vous permettent de filtrer les enregistrements sur lesquels vous avez travaillé ou non au cours d'une période donnée.
Enregistrements consultés : ceux sur lesquels vous avez travaillé pendant la durée spécifiée sont appelés enregistrements touchés. Et inversement si certains enregistrements sont inactifs ils sont catégorisés comme non touchés.
Action d'enregistrement : si la liste des enregistrements a été mise à jour, par exemple en ajoutant une affaire à un enregistrement, cet enregistrement sera affiché lorsque ce filtre sera appliqué.
Activités réalisées dans un enregistrement : pour avoir une vision des activités en cours et éviter d'être en retard sur certains dossiers.
Filtrez les enregistrements en fonction des transactions : ouvertes, sans transactions ouvertes et les enregistrements sans aucune transaction.
N'hésitez pas si vous avez des questions,
Bonne journée,
L'équipe Zoho France
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