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Filters and Displays - Key fields to know about

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Filtering in a View is quite easy, if you know what fields to look for!

We recommend you take the time to look through the list, but to assist we have provided a list of key fields you should know about when building a Filter.

Groups 

Field Name Type/Values Comments
     
Key Firm Contact Name  Name Use this to filter to only Groups belonging to a key firm contact.
Key Firm Contact Type List Use this with the Key Firm Contact Name to filter to where a specific person is a particular role.
Has Primary True/False Indicates if the Group has a Primary Contact set. Important for Marketing Lists.
Primary Contact... Multiple fields If the Group has a Primary Contact you can display the basic details in the View and/or use them to Filter.
Is Verified True/False

Indicates if the Group has been verified for data integrity. 

You cannot publish a group until it is Verified.

Total Fees (YTD) $

Total fees YTD from your fee Connectors (such as APS, MYOB and Xero)

Total Revenue (YTD) $ Total fees YTD from all revenue sources (accounting, commission, etc)

 


Clients

Field Name Type/Value Comments
 Status

Active

Inactive

Prospect

Important that you consider this whenever building a list otherwise you may include or miss key Client records 

 Is Primary   Indicates if the Client is a Primary Contact. Important that the Client has at Work and/or Home email
Work Email   Used for marketing lists. 
Home Email   Used for marketing lists.
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