Feature Overview

The Manage Filters setup page enables administrators to create and configure custom filters that can be used to filter data across TruSales core pages including dashboards, reports, and analysis views. This system allows organizations to define reusable data filters that align with their business logic and reporting requirements.
 

How It Works:

The Manage Filters interface displays a comprehensive table of all available filters, including both system-generated filters (marked with a star icon) and custom user-created filters. Each filter entry shows its label, target field path, and an Edit button that opens a modal with editing and deleting capabilities.

Select and multiselect filter types allow administrators to click on the filter name to access a detailed view displaying all available options with their active or inactive statuses, enabling precise control over filter values. When creating new filters, administrators define a label and optional description, then configure the target field path that specifies how the system navigates through data relationships to reach the desired field. This path-based approach enables filters to access data from connected entities beyond just opportunity records, such as drilling into account information, user profiles, or product details (e.g., Opportunity > owner_id > profile_id).Advanced filters like Forecast Category can include specialized mapping configurations to handle complex field relationships and data transformations. 

System filters identified with star icons are pre-configured by TruSales and cannot be edited or deleted, ensuring core filtering functionality remains intact

Use Cases:

• For Admins: Create standardized filters that align with business segments, territories, product lines, or other organizational structures. Establish filter libraries that support advanced analytics and reporting requirements while ensuring consistent data analysis across teams and dashboards
• For Sales Managers: Access relevant, pre-configured filters that match their team's workflow and territory assignments, enabling quick data segmentation without needing to understand complex field relationships.

See In in Action

Requirements

• TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
• Understanding of CRM data structure and field relationships
• Knowledge of organizational filtering requirements and business
• Awareness of related data objects when creating complex filters with reference fields

Highlights

• Drill-down capabilities for select filters surface all available options with status indicators
• Search path configuration enables complex multi-object filtering through reference relationships
• Clear visual distinction between system and custom filters prevents accidental modifications

Need Help?

Contact your Customer Success Manager for guidance on complex filter configurations and best practices for organizational filter strategy, or TruSales Support if you experience any technical issues with this page