Search Filters

You can use the default search filters to narrow down search results. You can also create custom filters.

Let’s say managers must be able to view a list of completed activities where the customer could potentially be a “detractor” of the business. You can create a filter to fetch such activities. The conditions for this filter would be that the customer entered a score of 2 or less on their post-activity survey for this question: “Based on this visit, how likely would you be to recommend our company to friends or family?”