Last updated: 2025-12-02
Lists - Column Filtering
Lists - Column Filtering
)
The link for this help topic is:
In this Topic ShowHide)
- Overview
- Method 2
](javascript:void(0);)
Overview
To quickly narrow down the number of records displayed in a list,
the user can apply column filters. These filters screen out records that
do not meet specific criteria.
Note: Column filters are
also called "list filters" or "single-use filters."
For example, while viewing a list of contacts, the user may want to
filter out all contacts except those with a Type column value of "Client."
a List](https://help.smartofficecrm.com/movies/sopro/filtering_list/filtering_list.html)
segmenting
Clients" />
Applying Column Filters
There are two ways to apply column filters to a list.
Method 1
-
In a list of records, click a column's Apply
to display
a menu of options.
-
Do one of the following:
Enter a value in the Contains
field and then press the Enter
key. All records that do not contain this text will be filtered
out of the list.
-
Select All Blank
to display only those records for which the column is blank, or
All Not Blank to
display only those records for which the column is not blank.
- Click the Advanced
Filter hyperlink and then enter the appropriate filter
criteria. The choice of operators will vary depending on the column
chosen. See Filter Operators
for details about the available choices. When finished, click
the OK button.
Filters can be applied to more than one column. This enables the user
to narrow the list down further.
Method 2
-
While
viewing a list of records, select Menu
> List Options > Apply List Filter
to open the Apply List Filter dialog box.
-
Select
a column, operator and value. The process for doing so is the same
as the process for creating stand-alone filters. See [Creating
a Filter](/help/pro/filters/-/creating/a/filter).
-
Click
the OK button. The dialog
box closes, and the list displays the records returned by the filter.
-
Repeat
these steps to apply additional filters to the list if necessary.
Removing Column Filters
To remove
a filter from a specific column, click the column's Undo Column
.
To remove
all filters from all columns and display all records, select Menu
> List Options >
Undo List Filter.
Notes about Column Filters
-
Filtered column headings display in a darker color than the
headings for unfiltered columns.
-
A column filter cannot be saved for use on other lists. To save
a filter for future use, create a [stand-alone
filter](/help/pro/filters/-/introduction).
-
The user can take a "snapshot" of a filtered list
and return to it anytime by "bookmarking" the filtered list
through the History tab.
](javascript:void(0);)