Custom Objects Filter Types
Kizen allows you to filter within your Custom Objects by virtually any piece of information living on your Objects' records, including fields, forms, scheduled & logged activities, etc.
- Click Data
- Click Custom Objects
- Select desired Custom Object
- Click into the three line, funnel icon
- Click Choose Filter
- Select Filter Type & fill criteria
- Click Apply Filter
- Enter Filter Group Name if you are planning to save this filter group for future reference
- Click Save Group to save filter
- Save Filter Groups can be referenced in the All Records dropdown located in the top left corner
Custom Object Filter Types
- Automations
- Fields
- Forms
- Lead Sources
- Logged Activities
- Owner
- Related Object
- Scheduled Activities
- Surveys
- Team Interactions