How To Create Criteria Using Filter Builder

Filter Builder provides a no-code way of filtering records. This feature is used in creating territory rules, filtering records for import, and filtering records in the grid.

Functionality Overview

How Filters Work:

Filters in Fullcast let you create criteria-based conditions for managing records. Here are the key elements of the filter builder:

• AND / OR Statement: The orange AND button lets you toggle between AND / OR statements.}
• Add a Condition or Group of Conditions: The + button adds either a single condition or a group of conditions, creating a new indented line for the AND/OR toggle.}
• Field: The grey button displays CRM fields.
• Operator: The green button displays operators such as GREATER THAN, LESS THAN, or BETWEEN.
• Value(s): The blue button allows you to enter values. For the IN (includes) operator, type a few letters to display matching value options.
• Remove: Click the X button to remove a condition.

Getting Started: Decide whether to start with AND or OR, and choose to add either a single condition or a group of conditions.

Basic Examples of Filters

Basic "OR" Filter:

Use an OR statement when multiple criteria can independently qualify a record.

Example: Define "Enterprise" as follows:

• Number of Employees GREATER THAN 10,000
• OR Annual Revenue GREATER THAN 1,000,000,000,000
• OR Bookings Potential GREATER THAN 1,000,000

Basic "AND" Filter:

Use an AND statement when all conditions must be true.

Example: Define "Enterprise" as follows:

• BASE RULE: Number of Employees GREATER THAN 10,000
• AND Annual Revenue GREATER THAN 1,000,000,000,000
• AND Bookings Potential GREATER THAN 1,000,000

Hybrid Filter:

Combine AND and OR statements for more complex logic.

Example: Define "Enterprise" as follows:

• BASE RULE: Number of Employees GREATER THAN 10,000
• OR Number of Employees BETWEEN 5,000 AND 10,000 AND Bookings Potential GREATER THAN 1,000,000

Tips and Best Practices

Simplify Your Filters:

Always aim to create the simplest version of your criteria. Simpler filters are easier to test and understand.

Selecting AND or OR:

• Add a group at the highest level as AND so that all AND conditions remain grouped.
• If creating multiple groups, set the first criterion to something always false. For example, a rule like "Number of Employees = 1.2" ensures subsequent OR logic is easier to organize.

Operators:

• EQUALS: Whenever possible, use equals. It is the most efficient operator.
• BETWEEN: Includes both numbers you specify.
• IN (includes): Type multiple items, hitting Enter after each one.
• CONTAINS / STARTS WITH: Do not separate values with commas; create a new group for each value.

Sequence of Conditions:

When using multiple ranges for the same field, start with the largest range first. For example, start with Employee thresholds of 20,000 before 10,000.

Testing Your Filters:

Test criteria individually in the data grid at the appropriate hierarchy level to confirm they work as expected.

Additional Examples

This set of examples models more complex configurations.

Single Condition OR Group of Conditions:

An account qualifies for "Enterprise" if:

• Number of Employees GREATER THAN 20,000
• OR Number of Employees GREATER THAN 10,000 AND Industry DOES NOT EQUAL Healthcare

Tip: Place larger thresholds first (e.g., 20,000 employees) to avoid excluding intermediate accounts.

Group of Three Conditions OR Group of Two Conditions:

An account qualifies for "Mid Market" if:

• Group 1: Number of Employees GREATER THAN 15,000 AND Annual Revenue GREATER THAN 10,000,000 AND Customer Fit Score BETWEEN 5 AND 8
• OR
• Group 2: Number of Employees BETWEEN 1,000 AND 15,000 AND Customer Fit Score GREATER THAN 8

Tip: Use a "dummy condition" like "Employees = 1.2" for alignment if all groups contain multiple conditions.

Single Group of Conditions:

An account qualifies as "SMB" if:

• Number of Employees LESS THAN 1,000
• AND Parent Name is blank.

Dummy Condition for Named Accounts:

To manually create a territory for named accounts:

• Use a dummy condition like "Industry = Nonexistent."
• Manually move accounts into this bucket labeled "Strategic."

Note: Reserve this method for specific named-account territories, not for general use.

Two Groups OR Single Condition:

An account qualifies for "Enterprise" if:

• Group 1: Number of Employees GREATER THAN 10,000 AND Bookings Potential GREATER THAN 10,000,000
• OR
• Group 2: Bookings Potential GREATER THAN 1,000,000 AND Annual Revenue GREATER THAN 1,000,000,000
• OR
• Bookings Potential GREATER THAN 2,000,000