Filters allow you to alter the view of the data presented in ClientView. Using filters within ClientView is one of the best ways to begin gaining valuable insights from your client and prospect data. Filters provide a level of awareness that empowers a firm to measure initiative success, better understand (and therefore serve) clients, and improve the business model.
ClientView currently provides the following categories for filtering:
- Team Member
- Details — 529 Plan, Annual Revenue, Attorney, Buy/Sell Agreement, Client Budgets, Employ Minor Children, Employ Their Spouse, Employee Handbook, Entity Type, Foreign Bank Accounts, Have an Overtime Pay Policy in Place, Health Insurance, Industry, Insurance Agent, Investment Advisor, Manufacture Goods, Number of Employees, Officer Paid Health Insurance, Pay Independent Contractors, Provide Company Paid Vehicles, Qualify for Business Income Deduction, Qualify for R&D Credit, Retirement Plan, Sell Goods & Services Out of State, Shareholder Distribution, Shareholder Salary.
- Product Bundle
- Client Family
- Primary Contact Name
- Primary Contact Email
How to Apply Filters
- Click the Filters icon in the top right corner (hovering over each icon will show you the name of that button).
- A pane on the left side will open and display the filter options. Choose the +Filter button, and the dropdown will populate with all of the filter options. For this example, we'll filter by Team Member.
- Once an option is selected, the next operator will be available. So, once we choose Team Member, we will get to choose an operator or value (is, is not, is empty). Note: Operator options always change to match the criteria that you have chosen.
- Next, select the criteria for the operator. For this example, we chose the team member(s) whom we wish to filter by.
- If more than one criteria is selected for the operator, select either "match all" or "match any," which determines the operator "and/or" in the filter. For this example, "match all" will provide all the clients where Joseph AND Abbigail are assigned Team Members. Or, "match any" provides all the clients that have Joseph OR Abbigail as an assigned Team Member.
- After selecting the criteria for the filter, click out of the dropdown area to close the list, and select the Apply button.
- To further refine the filter and add another layer, choose the +Filter option to open another filter. When adding multiple filters there may be operators between filters. In this example, AND is selected so it will display clients where both filter criteria return true. A client that has either Joseph or Abbigail as a Team Member AND the client is using Advisory or Bookkeeping Products.
- Each criteria chosen will have a walk through for the options on the filter item. Click the Reset link beside the Apply button at any time to clear the filter and start over.
- To save this filter for future use, click Save.
- Enter a name for the filter and click Okay.