Filters are specific to an object type and narrow the scope of results from a search. An administrator creates a filter for an object type by selecting which fields or tags to analyze and what data to search for. Only the objects that match the filter’s specified search criteria are returned.
Creating a contact filter with the criteria for its associated objects:
Here in this tutorial, we will learn the steps to create a new custom filter for contacts based on the properties of Opportunity records that they are associated with.
E.g. I want to find a contact record in my CRM whose email status is opted in AND it is associated with an Opportunity record that is in negotiation status.
Go to Contacts > Contacts Home > Fitlers and Click on the ADD NEW option (See below)
It will open the screen below where you need to add the Filter Name and select ‘Email Status’ (in this case email status is equal to opted-in) from the contact properties to add it as the criteria to the filter.
Then click on the button that says Criteria for the associated objects (See above)
The Associated Object shows Opportunity and you need to select its property (in this case Status is equal to negotiation) to add that as the criteria to the filter. (See above)
After that click on the Next button > select columns for the filter and click the Save & Run button to see the results. It will show you the list of contacts that are associated with their corresponding opportunity records.
