Contacts & Smart Lists · 1 min read
Advanced Filters for Custom Objects
Advanced filters help you find records in a large custom object, such as every property in one city that is still available.
Filter records
- Open the custom object list.
- Click Advanced Filters at the top.
- Search for or browse to a field. You can use standard fields such as Owner or Created Date, and your own custom fields.
- Choose a condition such as equals, is any of, or contains, and enter the value.
- Add more filters. Use AND when every condition must match and OR when any can match.
- Click Apply.
The list updates right away.
Work with filters
- Edit or remove a filter at any time to change the results.
- Clear all filters to see every record again.
- Select filtered records to run bulk actions on just that group, such as triggering a workflow or sending an email to linked contacts.
Example
A pet groomer filters a Pets object for Breed is any of Poodle or Doodle AND Last Groom Date more than 6 weeks ago, then emails those owners a booking reminder.