Filter a List

Use filters to narrow down your search. You can filter using information in an Accounts, Opportunities, or Leads, as well as information stored in their related objects. You add multiple filters. The filters are combined using an implicit AND.

Let's say you want to filter your accounts by the number of calls made and opportunities by the address of that account. If you sell with partners, you can even filter opportunities using the addresses of the partners.

1. Click in the search bar.

2. Enter your filters:

   • Some filters are numeric. For example, you can filter out accounts that have more than a certain number of leads, calls, contacts, and so on.

     1. Enter "Number" in the search bar.

     2. Select the appropriate filter.

     3. Select the operator, such as greater than or less than.

     4. Enter the number.

   • With other filters, such as city, state, country, or industry, select the value to filter from your data.

     1. Enter city in the Ask Oracle bar.

     2. You might see multiple options, depending on the filter, the object you're searching for, and how search is configured.

        • If you're filtering opportunities by city, select Account: Primary Address: City. If you're working with partners, search the primary addresses of all the partners Partners: Partners: Primary Address: City.

        • If you're filtering accounts by city, search the primary address (Account: Primary Address: City) or include all the addresses in the search (Account: Addresses)

     3. Select the operator. For city, the available operators are:

        • Equals

        • Contains

        • Starts With

        • Ends With

        • Exists

        • Is Missing

        • Not Equals

     4. Now select one of the available values. The most frequently used are listed first.

     5. Select more values from the list, or press Return to add the filter to the search.

        Your filters display in the Ask Oracle bar.

3. Remove a filter by clicking its remove icon.