Enjoy faster, more reliable, and more flexible searches across all your dashboards with the new
Include/Exclude
and AND/OR
toggles in dashboard filters!1. Include/Exclude Filtering
: Include:
Only show records matching your selected criteria. (Select “India, USA” in Contact Country → See only leads from India or USA.)
Exclude:
Hide records matching your criteria, displaying everything else. (Select “Canada” in Customer Country → See all leads except those from Canada.)
2. AND/OR logic for Multi-Select Fields
:OR:
Find records matching any of your selected options. (Select “Priority” and “Reviewed” tags with OR → See invoices with either tag.)
AND:
Find records matching all selected options - ideal for complex, multi-tag searches. (Select “Hot Lead” and “Urgent” tags with AND → See only leads tagged with both.)
Go to your Accounting/Sales dashboards to try out these new filters now!