Feature Update: Advanced Filters for Custom Fields in Opportunities

Advanced Filters for Custom Fields in Opportunities on Pinnacle AI CRM!

System Updates
October 19, 2023•1 min read

Pinnacle AI CRM is proud to introduce its latest enhancement: advanced filters for custom fields within opportunities. This update is designed to refine the search experience, offering users unparalleled precision and efficiency when navigating through opportunities.

What's New?

  • Enhanced Filtering Capabilities: Users can now filter opportunities based on any custom fields created within an account. This enhancement ensures a more precise and efficient search experience.

  • Comprehensive Logic Support: The newly introduced filters can be combined with existing ones. Additionally, they support AND/OR logic, providing users with greater flexibility in defining their search criteria.

  • Supported Filters:

    • Multi-Select Fields: Dropdown and checkbox options include 'is' and 'is not'.

    • Date Field: Options range from 'yesterday' to 'last year'.

    • Custom Text Fields: Includes conditions like 'contains', 'not contains', 'empty', and 'not empty'.

    • Numerical Fields: Conditions such as 'equal to', 'less than', and 'greater than' are available.

    • Monetary Field: Filters like 'equal to', 'less than', 'greater than', 'empty', and 'not empty'.

    • Phone Field: Options include 'is', 'is not', 'empty', 'contains', and 'not contains'.

    • Single Select Field: Dropdown and radio button options are 'is' and 'is not'.

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Thought-Provoking Questions and Insights

  • Precision in Search: How might the introduction of advanced filters for custom fields enhance the precision and efficiency of searching through opportunities?

  • Customization and Flexibility: How can the comprehensive logic support, combined with a variety of filter options, cater to diverse user needs and preferences?

  • Optimized User Experience: In what ways can the enhanced filtering capabilities streamline the user experience, making opportunity management more intuitive and user-friendly?

Dive into the world of refined search with the advanced filters for custom fields in opportunities on Pinnacle AI CRM!

advancedcustom fieldsefficiencyenhanced filteringflexibilityopportunitiesprecisionpinnacle ai crmsearch experienceuser-friendly
Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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