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Custom Filters

In the AIMcrm system, the ability to create an unlimited number of custom fields makes it possible to track any piece of information your business requires to run efficiently. A list of results containing the information held in that custom field is just a few clicks away.

Basic List Refinement

Filter your list according to basic criteria such as:

  • Date
  • Status
  • Substatus
  • Group
  • User

Advanced List Refinement

Filter your list further by getting more specific:

  • Affiliate
  • Campaign
  • Form
  • Campaign Telephone Number
  • Client
  • Lead Pricing
  • Referring URL
  • Website
  • Search Engine
  • Search Phrase
  • Lead Attention™
  • Product:
  • Postal Code:
  • A Complete Search of All Data
  • The Contents of a Specific Field
  • Event Content
  • Hour of the Day
  • Day of the Week
  • Day of the Month
  • Month of the Year
  • Shared Filter Result Count
  • Lead Age
  • Active Clients

You can either require or exclude criteria to your filter set, and add as many filters as you like to really drill your data down.  It is even possible to save your commonly used filters to easily come back to them.  Set up global filters available to all your users.

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